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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ETFs
Why Tokenize an ETF?
Tokenized ETFs combine features of traditional and fully on-chain ETFs. Explore our overview of the benefits, what has worked in the market so far and where you can learn more.
 - 10 minutes
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Market Leadership
Global Best Ideas 2026
Our TD Cowen Best Ideas is a compilation of our analysts' top investment recommendations for 2026. Look into the key themes, then get access to our full report with even deeper insight.
 - 4 minutes
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Consumer & Retail
Daydream On the Agentic AI Chat-To-Style Revolution
Daydream’s AI transforms fashion search into a conversational, image-driven journey, blending tech with human taste. Hear why we think conversational commerce is primed for growth.
 - 44 minutes 23 seconds
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Consumer & Retail
Tastewise's Tech Is Helping Big Food Move Faster
Tastewise uses generative AI to help food companies gain consumer insights and speed up product launches. Listen in as founder Alon Chen shares how this also improves marketing campaigns.
 - 24 minutes 24 seconds
Canadian and U.S. flags with the Ambassador Bridge in the background.
Politics & Policy
December Musings and Predictions for 2026
Frank shares his insight on U.S. national security and advice for Canada's next ambassador. Hear his 2026 predictions on CUSMA, pipeline politics and mid-term elections.
 - 43 minutes 3 seconds

Most Popular Insights

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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

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