A printed report with TD Cowen Themes 2025 on the cover.
TD Cowen Research Themes 2025

TD Cowen Research continues to help investors see the bigger picture. First, read our overview of upcoming investment themes for 2025, then download the full report with complete analysis.

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Aaron Bilkoski speaks with JP Lachance in front of studio microphones while recording the podcast.
We sit down with Peyto Exploration & Development Corp. President and CEO, JP Lachance, to discuss Repsol, the Deep Basin, hedging strategies and production management.
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Our NatSec reporter roundtable discusses the upcoming U.S. federal administration transition from Biden to Trump. Then, listen in as we forecast aerospace and defense themes for 2025.
Emerging tech and regulatory frameworks are critical to more markets every day. Read our investor overview and full report bringing you up to speed on the cybersecurity sector.
Two workers in hard hats at a power transfer station surrounded by high-power transformers.
From power generation to transportation, the American energy sector is expected to see changes under a new administration. Hear from Washington consultants what could happen next.
Looking upwards at wireless communications towers
In 2023, Quebecor acquired Freedom Mobile to take on the Big Three incumbents in English Canada. Hear directly from Quebecor's CFO how the Canadian wireless industry has since evolved.

Most Popular Insights

TD Cowen Research continues to help investors see the bigger picture. First, read our overview of upcoming investment themes for 2025, then download the full report with complete analysis.
The U.S. presidential race is still too close to call. Explore the trade policies of both candidates and how Canada could avoid tariffs and a potential trade war.
A woman carrying multiple delivery boxes at her front door and looking at her cell phone.
Holiday shopping is underway. Hear about innovations the tech giants are using this year to lead in online retail, AI and digital ad revenue.
Our strategist, Robert Both evaluates several leading indicators for Canadian recession risks and outlines the mitigating factors such as population growth and natural resource exposure.
Peter Haynes and Larry Wieseneck
Discover how old economy sectors became attractive again as disruption drives the evolving world of investment banking.
We've modeled the impact of impending policy implementation, but the U.S. is only part of the puzzle. Dive deep into what we see could be the major global market drivers in 2025.
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