A printed report with TD Cowen Themes 2026 on the cover.
Market Leadership
TD Cowen Research Themes 2026

In this special edition of our annual TD Cowen Research Themes, read the open exchange of ideas between our award-winning research staff and leading global economic leaders.

A Leader in Capital Markets and Banking

David Spyker and Aaron Bilkoski speak into microphones while recording podcast.
Energy & Energy Transition
Freehold On Growth, Strategy and Cross-Border Dynamics
We discuss how Freehold Royalties is positioned for the evolution of the North American energy market. Keep listening to hear more about the company's cross-border ambitions
 - 13 minutes 9 seconds
Omar Hayat and Aaron Bilkoski speaking into a microphones during the podcast recording.
Energy & Energy Transition
California Oil Is Back: CRC's Unique Path Forward
Omar Hayat shares optimism for California’s upstream energy growth under new permit reforms. Listen to hear about the company’s strategy to meet evolving energy needs.
 - 9 minutes 9 seconds
Business professional standing outdoors holding a tablet in front of a modern glass building.
Financial Services
Expectations For Tokenization
We host a discussion on equity stock tokenization filling the headlines with Reid Noch. Then, hear the most current market updates from Scott Smith.
 - 25 minutes 32 seconds
Stock market chart with rising and falling trend lines.
Market Leadership
Tokenization of Equities Part II – The Implications
We dive deeper into the long-lasting effects of tokenized equities. Explore issuer roles, the OPR debate and what the equity market structure could look like in the next decade.
 - 41 minutes 38 seconds
Sadiq Lanani and Aaron Bilkoski each speaking into a microphone during the podcast recording.
Energy & Energy Transition
Kelt on New Gas Infrastructure and Strategic Optionality
CFO Sadiq Lalani of Kelt Exploration discusses the launch of a third-party processing facility. Gain perspective on Kelt's strategic positioning for future growth.
 - 13 minutes 21 seconds

Most Popular Insights

Financial chart with candlestick patterns and data points overlaid on a digital world map background.
Economy
The Impact of Stablecoins and Digital Assets in the U.S.
Stablecoins, tokenized assets and CBDCs are reshaping U.S. finance. Find out how banks and treasuries are adapting as digital assets drive new demand and regulatory change.
 - 14 minutes
A lab technician holding a blood sample in a test tube and a second lab technician using a tablet computer.
Health Care
The Opportunity for Walgreens in The World of Clinical Trials
Walgreens has experienced solid growth in its new Clinical Trials business. Listen to Ramita Tandon discuss making clinical trials more accessible and equitable for Americans.
 - 14 minutes 12 seconds
Portrait of Grant Miller
Financial Services
What's Driving Market Expectations: Companies Staying Private Longer
In our second episode on the investment banking market, we compare public and private equity markets, the growing convertible bond market and how the private credit market is changing.
 - 16 minutes 1 second
Two parcel delivery people standing in the doorway of a warehouse. One is holding boxes and the other is looking up information on a tablet computer.
Consumer & Retail
Weighing The Impact on Parcel Carriers as E-Commerce Evolves
Post-pandemic online shopping and package delivery are settling into a new normal. Hear from a diverse range of industry analysts how the parcel carrier industry might evolve.
 - 3 minutes
Greg Barnes being interviewed on MoneyTalk
Mining & Metals
What's driving the trends in gold and copper?
Why are gold prices rising and copper prices declining? Watch Greg Barnes on MoneyTalk Live answer questions about the industries that find these precious metals essential.
 - 1 minute 30 seconds
Larry Wieseneck
Financial Services
What's Driving Market Expectations: Politics, Rates and Risk
Hear how today's macro and political backdrop is influencing market expectations and how the TD Cowen integration has strengthened the firm's ability to deliver more connected solutions for clients.
 - 19 minutes 6 seconds

Latest Newsroom Articles

A large group of new employees smiling for the camera.

Careers at TD Securities

Our people drive our success. That's why we recruit the brightest talent and provide every opportunity for our new hires to learn from our industry experts and grow within our firm.

Our inclusive work environment enables our team to be their authentic selves and to leverage their unique perspectives to innovate and customize solutions for our company and our clients.

Whether you're in the beginning stages of your career or looking for new opportunities, explore the different careers available within our lines of business.