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.

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The flag of Venezuela flying behind the United States of America flag.
Economy
Oil Market Expectations Following the Venezuelan Intervention
Disruptions to oil production following U.S. intervention in Venezuela may cause a short-term impact on oil prices. Read why any price spike above $60/barrel is unlikely to last.
 - 8 minutes
A large liquefied natural gas tanker docked at a coastal terminal.
Energy & Energy Transition
Whether The Weather: Natural Gas Strength to Persist
AI-driven energy demand could keep natural gas prices high into 2026 and beyond. Explore potential outcomes for gas-focused stocks and rig activity needed for future capacity
 - 3 minutes
TV camera operator filming at a sports stadium.
Communications & Media
Keeping Score: Sports Value Trends
Major league sports franchise values continue to trend higher. Read how media companies are investing in these content-creators and explore our full report to find out more.
 - 2 minutes
Scientist in a lab coat working at a computer with a digital microscope interface and laboratory glassware.
Health Care
All In On Biosim AI with Simulations Plus
Integrating AI into biosimulation boosts efficiency and accuracy in drug development. Hear from the Simulations Plus CEO how adoption is growing, but industry change remains gradual.
 - 21 minutes 11 seconds
Person holding a tablet in a financial trading room with digital screens displaying market data.
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

Most Popular Insights

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.
 - 4 minutes
Several people sitting behind a table in front of an audience as part of a panel of speakers. The wall behind them is adorned with the TD logo. Image
Health Care
Therapeutics Conference Thematic Outlook 2026
We share 2026 themes of interest from the TD Cowen Therapeutics Conference. Watch for our outlook in genetic medicine, neurology, the aftermath of FDA volatility and more.
 - 2 minutes 53 seconds
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
The flag of Venezuela flying behind the United States of America flag.
Economy
Oil Market Expectations Following the Venezuelan Intervention
Disruptions to oil production following U.S. intervention in Venezuela may cause a short-term impact on oil prices. Read why any price spike above $60/barrel is unlikely to last.
 - 8 minutes
Chris Viehbacher speaking with Phil Nadeau while recording the podcast.
Health Care
Turning Around One of Biotech's Bellwethers
In the first of our new series covering the TD Cowen Health Care Conference, hear Biogen CEO, Chris Viehbacher, share the ways biopharma has changed and the road to revenue growth.
 - 10 minutes 50 seconds
David Spyker and Aaron Bilkoski speak into microphones while recording podcast.
Energy & Energy Transition
Freehold On Growth, Strategy and Cross-Border Dynamics
We discuss how Freehold Royalties is positioned for the evolution of the North American energy market. Keep listening to hear more about the company's cross-border ambitions
 - 13 minutes 9 seconds

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