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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 experts

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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.

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Why Tokenize an ETF?

Explore our overview of tokenized ETF benefits, what has worked in the market so far and where you can learn more.

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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.

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Explore our latest Insights

Delivering commentary and perspectives on trends and issues impacting capital markets.