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

A Leader in Capital Markets and Banking

Aaron Bilkoski speaks with JP Lachance in front of studio microphones while recording the podcast.
Market Leadership
Peyto's JP Lachance On M&A Integration, Performance and What's Next
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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A person at a computer in a technology lab looking at two monitors with data charts and picture of a satellite on them.
Politics & Policy
Who Let the DOGE Out? Post-Election NatSec Policy Tsunami
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.
 - 1 hour 9 minutes 41 seconds
A person in front of a keyboard programming on a computer.
Technology
Cybersecurity Primer: Navigating the Digital Threat Landscape
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.
 - 2 minutes 30 seconds
Two workers in hard hats at a power transfer station surrounded by high-power transformers.
Politics & Policy
What's Next for Energy and Transport Policy?
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.
 - 21 minutes 36 seconds
Looking upwards at wireless communications towers
Communications & Media
How Has the Canadian Wireless Market Evolved?
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.
 - 34 minutes 21 seconds

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A printed report with TD Cowen Themes 2025 on the cover.
Market Leadership
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.
Two flagpoles. One is flying the American flag while the second is flying the Canadian flag.
Economy
U.S. Election Impacts on Canadian Trade
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.
 - 6 minutes 30 seconds
A woman carrying multiple delivery boxes at her front door and looking at her cell phone.
Consumer & Retail
Next-Day Delivery: Online Retail Growth and the AI Tech Shift
Holiday shopping is underway. Hear about innovations the tech giants are using this year to lead in online retail, AI and digital ad revenue.
 - 14 minutes 2 seconds
Close up of Canadian 20 Dollar Bill
Market Leadership
What Do Leading Indicators Tell Us About Canadian Recession Risks?
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.
 - 2 Minutes 30 Seconds
Peter Haynes and Larry Wieseneck
Financial Services
Disrupt or Be Disrupted: Navigating Industry Shifts in Investment Banking
Discover how old economy sectors became attractive again as disruption drives the evolving world of investment banking.
 - 17 minutes 51 seconds
Countless shipping containers stacked high at a major shipping port.
Market Leadership
2025 Global Outlook: Dodge, Duck, Dip, Dive and DOGE
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.
 - 8 minutes

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