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

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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
Two professionals discussing work while walking through an industrial facility.
Energy & Energy Transition
Whitecap Resources on Synergy Realization and Basin Optionality
Whitecap Resources executives sit down to discuss how the company freed up cash flow for 2026 and beyond. Hear more about broader opportunities in Duvernay and Montney.
 - 17 minutes 14 seconds
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Technology
The Convergence of Cybersecurity and Cyber Insurance
Cyber insurance could become a big market contributor for the property and casualty sector. Explore our dialogue with industry leaders and skeptics to better understand this growing product.
 - 2 minutes 30 seconds

Most Popular Insights

Liza Januzi (left) and Scott Smith (right)
Financial Services
Innovation, Talent, and the Next Generation of Banking
Large banks, despite leadership in tech innovation, often seem outdated. Hear employment strategies for appealing to Gen Z talent by showcasing innovation and future opportunities.
 - 15 minutes 31 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
George Gatch sitting in conversation with Andres Rincon
Financial Services
Speed is Safety with J.P. Morgan Asset Management
George Gatch shares why asset management is J.P. Morgan's hidden gem and highlights how the company is growing in Canada and how speed is key to its success. Watch as we discuss his nearly four decades in the financial industry.
 - 30 minutes 4 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
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
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

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