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Market Leadership
M&A Outlook 2026: What Drove 2025 and What Will Define 2026

We review the mega-deals and AI acquisitions catalyzing last year’s M&A resurgence. Explore how confidence, capital and strategy could shape the 2026 deal landscape.

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Ritu Baral and Marcio Souza are seated at microphones recording a podcast at a conference venue.
Health Care
Navigating the Current State of FDA with Praxis Therapeutics
We speak with Praxis CEO Marcio Souza on navigating FDA engagement amid government staffing challenges. Listen in as they discuss regulatory strategy, data-driven trials and investor signals
 - 7 minutes
Charles Rhyee and Adam Kautzner speaking to one another while recording the podcast episode.
Health Care
Imagining A Rebate-Free World with Cigna
Adam Kautzner discusses Cigna’s shift to a rebate-free model and PBM reform. Hear how the company is exploring impacts on patients, employers, drugmakers, pharmacies and transparency.
 - 14 minutes 27 seconds
Two professionals review live equity market data on large trading screens in a modern office.
Market Leadership
OPR and Other Market Structure Hot Buttons for 2026
We discuss the SEC’s removal of the Order Protection Rule and its effects on market structure and NBBO. Listen as they dive into tokenized trading, ATSs and prediction markets.
 - 58 minutes 24 seconds
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Consumer & Retail
duPont REGISTRY On Creating a Luxury, Auto and Tech Ecosystem
Antoine Tessier discusses building a one-of-a-kind luxury auto ecosystem and digital experience. Listen in as he shares insights on how he connects buyers and sellers worldwide.
 - 25 minutes 11 seconds
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Sustainability
Sustainable Finance 2025 in Review and 2026 Outlook
Last year, sustainable finance held firm despite ESG politicization. Explore how it will re-emerge in 2026 strengthened by energy security, resilience and innovation‑led growth.
 - 9 minutes

Most Popular Insights

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ETFs
U.S. 2025 ETF Recap: The Big Get Bigger
With US$1.48 trillion inflows last year, U.S. ETFs are showing broad investor enthusiasm. Explore the record growth across different ETF classes and what we expect to see in 2026.
 - 5 minutes
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.
 - 4 minutes
Business professional walking on an urban terrace with a coffee and documents, city skyline in the background.
Market Leadership
M&A Outlook 2026: What Drove 2025 and What Will Define 2026
We review the mega-deals and AI acquisitions catalyzing last year’s M&A resurgence. Explore how confidence, capital and strategy could shape the 2026 deal landscape.
 - 6 minutes
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
St. Paul’s Cathedral in London, a historic landmark known for its iconic dome and role in British cultural and religious history, viewed between modern glass buildings with people walking in the foreground.
Economy
Global Strategy Outlook 2026: Carry On My Wayward Growth
U.S. growth may beat expectations in 2026, but inflation remains high. Explore our outlook for the year ahead as foreign investors hedge USD exposure amid de-dollarization.
 - 5 minutes
Close up of a digital display showing the word “Commodities” among financial market prices.
Commodities
Debasement and Demand Send Commodities Roaring Higher
Supply-side constraints are lifting commodity prices, while geopolitical tensions amplify the impact. Explore how debasement trade is further boosting pricing as markets react.
 - 9 minutes

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