Host: Jason Gabelman, Director, Sustainability & Energy Transition – Next Generation Fuels and Energy – Integrated Oil, Refining & Marketing, Liquefied Natural Gas (LNG) Research Analyst, TD Cowen ...
Host: Charles Rhyee, Managing Director, Health Care - Health Care Technology Research Analyst, TD Cowen Charles Rhyee is a managing director and senior research analyst covering the Health Care ...
Host: Peter Haynes, Managing Director and Head of Index and Market Structure Research, TD Securities As Deputy Chair, Frank is focused on supporting TD Securities' continued global expansion. He has ...
ETF tokenization is in its early stages but could become an important step in modernizing market infrastructure. Three models are emerging: third-party tokenized ETF exposure, issuer-led tokenized ETF ...
Guest: Adam Kautzner, PharmD, President, Express Scripts and Evernorth Care Management, a part of The Cigna Group Host: Charles Rhyee, Managing Director, Health Care - Health Care Technology Research ...
For ESG markets, 2025 was a year of recalibration as market participants reassessed targets and strategies amid policy shifts, regulation, and politicization. Sustainable finance remained resilient, ...
The ETF market is expected to expand in 2026, with growth fueled by increased interest in active management, more option-based strategies in the U.S. and asset allocation ETFs in Canada. SEC approval ...
The ETF (exchange-traded fund) market in the U.S. continued its significant growth in 2025. In total, U.S. ETFs accumulated US$1.48 trillion inflows – the highest in history. The strong inflows are ...
Investor interest in tokenized equities is rising; SEC rules may arrive soon. Tokenization could disrupt price discovery and market transparency. Instant settlement can bring efficiency but also new ...
For all the policy shocks and uncertainty in 2025, we are on track to end the year with 10-year Treasuries lower, the USD weaker and the S&P 500 higher. Our forecasts for 2026 see fewer shocks and ...
We have materially lifted both short- and long-term price projections for crude oil and petroleum products due to the ongoing supply disruptions associated with the Iran war and the high level of ...
The energy transition remains intact. The market is rewarding near-term earnings power, commercial execution and technologies that can solve immediate grid, power and reliability bottlenecks.