TD Cowen’s investment themes for 2025: Spotting opportunities and risks [Video]

* 2025 is underway. And it goes without saying that we are living in very interesting times. Well, TD Cowen has released a report called “Themes for 2025,” which digs into interesting themes like health care innovation, the silver tsunami, and reindustrialization, as well as 22 other themes. Joining us for more on that report is Lisa Thomas, Managing Director and Deputy Head of Global Research at TD Cowen.

* Lisa, it’s great to have you with us. I got to say, this is a fantastic report. I’ve cracked it. I’ve read it. Tell me just about why you do something like this every year.

* Sure. Happy new year, Kim. Well, listen, it’s very, very interesting to see the insights that come out when our analysts work together collaboratively across sectors. TD Cowen’s themes report is always one of our most widely read publications of the year. And I …