RSPH - TD Cowen's Investment Themes For 2025: Spotting Opportunities And Risks
2025-01-10 15:05:00 ET
Summary
- Opportunities in healthcare and obesity innovation.
- The investment implications of aging populations.
- Weighing the impact of re-industrialization driven by AI.
Shifting demographics, aging populations and re-industrialization fueled by AI are just some of the big investment themes this year. TD Cowen has released a report called Themes 2025, which explores many of these topics. Lisa Thomas, Managing Director and Deputy Head of Global Research at TD Cowen, discusses opportunities and risks with MoneyTalk's Kim Parlee....
TD Cowen's Investment Themes For 2025: Spotting Opportunities And Risks