Episodes

  • Taking stock 2024: How investors are adjusting to mid-year macro trends

    Taking stock 2024: How investors are adjusting to mid-year macro trends
    Jul 9 2024
    Market dynamics have shifted since the start of 2024. The U.S. economy has been more resilient than expected, and investors are preparing to manage higher-for-longer interest rates. Still, several major central banks, including the Bank of Canada, have started to ease monetary policy. On this episode of Market Points, Scotiabank’s Michelle Khalili, Managing Director and Global Head, Equity Capital Markets (ECM) and Corporate Finance Advisory, leads a discussion on how the U.S. elections, the technology sector, and other factors are driving market performance. You’ll hear from Derek Holt, Vice President and Head, Capital Markets Economics, John Cronin, Managing Director and Head, U.S. ECM, Matt Sheehan, Managing Director and Head, Canadian ECM, and Pete Gordon, Director, ECM.
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    21 mins
  • Focus on nearshoring: How Chinese investment in Mexico could threaten nearshoring trends

    Focus on nearshoring: How Chinese investment in Mexico could threaten nearshoring trends
    Jun 12 2024
    With U.S. elections on the horizon, investors are paying close attention to China’s increasing investment in Mexico and its impact on trade tensions, global supply chains and the Mexican economy. On this episode of Market Points, Rodrigo Echagaray, Managing Director, Head of Latam Equity Research and Global Head of Product Management, and Analysts, Alfonso Salazar Herrera and Francisco Suarez, discuss what’s driving these strategic investments. They explore potential responses from policymakers, such as higher tariffs or changes to the United States-Mexico-Canada Agreement, and the risks and opportunities Chinese investment brings to key sectors of Mexico’s economy, including EVs, steel and infrastructure.
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    17 mins
  • AI is creating ‘another industrial revolution,’ but is Canada keeping up?

    AI is creating ‘another industrial revolution,’ but is Canada keeping up?
    May 27 2024
    Generative AI, the kind of artificial intelligence that creates content for you or answers questions based on a prompt, is already changing many aspects of our lives. And businesses are also figuring out how they can use it. On this episode of Market Points, Divya Goyal, Analyst, Technology, Software and Services, Global Equity Research, provides a bird’s-eye view of how Canadian businesses are approaching and adopting this revolutionary technology. She discusses which sectors are ripe for disruption, what role Canada could play when it comes to homegrown innovation, some unintended consequences of this new technology and much more.
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    24 mins
  • What if immigration falls in Canada: an economic view

    What if immigration falls in Canada: an economic view
    May 2 2024
    Canada’s recent rapid population growth has significantly impacted the economy, posing opportunities and challenges. On this episode of Market Points, Rodrigo Echagaray, Head of Latam Equity Research and Head of Global Product Management, Equity Research, speaks with a team of analysts about the impact of record high immigration on economic growth. They explore why current immigration numbers are unsustainable without additional investments, and discuss risks to specific sectors if immigration levels decline. You’ll hear from Rebekah Young, Vice-President, Head of Inclusion and Resilience Economics, Meny Grauman, Analyst, Canadian Financial Services, Maher Yaghi, Analyst, Telecom, Media & Cable, and George Doumet, Analyst, Consumer Products.
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    24 mins
  • FX Forecast: Where’s the volatility?

    FX Forecast: Where’s the volatility?
    Apr 24 2024
    The foreign exchange markets, and indeed several markets, are showing an unexpected level of calm. What factors are at play in this low volatility environment, and what could it mean against the backdrop of global economic conditions, rising conflicts, and the upcoming U.S. presidential election. On this episode of Market Points, Shaun Osborne, Managing Director, ​​Chief Currency Strategist, and Brendan Stark, Managing Director, Short-Term Interest Rate and FX, delve into these pressing questions. They discuss Scotiabank’s FX forecasts, the low volatility puzzling the markets, and consider the implications of upcoming political developments.
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    16 mins
  • Outlook 2024: A good start for bonds. Will it continue?

    Outlook 2024: A good start for bonds. Will it continue?
    Feb 26 2024
    Higher borrowing volumes and much-improved market sentiment have helped usher a promising start for issuers in 2024. With monetary tightening expected to ease and increasingly attractive conditions for borrowers, will the upturn in bond markets continue as the year unfolds? On this episode of Market Points, Patrick Dabiet, Managing Director and Head, Canadian Debt Syndication, and Fadi Attia, Managing Director and Head, U.S. Debt Syndication, discuss what’s driving the momentum in corporate bond issuance in the Canadian and U.S. markets. They also assess whether these trends will continue and the approach borrowers can take to access the market.
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    18 mins
  • Navigating Colombia’s economic terrain

    Navigating Colombia’s economic terrain
    Feb 22 2024
    On this episode of Market Points, Sergio Olarte, Head Economist, Scotiabank Colpatria, and Jackeline Piraján, Senior Economist, discuss how the dynamic economic landscape in Colombia evolved over 2023. They lay out their main concerns and expectations for 2024, including the potential for a healthy deceleration in GDP growth.
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    35 mins
  • IPO comeback: Is the drought over?

    IPO comeback: Is the drought over?
    Feb 16 2024
    Following weak IPO volumes in 2023, the pipeline of potential deals continues to expand. However, private companies looking to go public in 2024 may face tough hurdles, higher expectations from investors and uncertainty leading up to the U.S. election in November. On this episode of Market Points, Michelle Khalili, Managing Director and Global Head, Equity Capital Markets (ECM) at Scotiabank, sits down with John Cronin, Managing Director and Head, U.S. ECM, and Matt Sheehan, Managing Director and Head, Canadian ECM. They consider risks and opportunities for first movers that are ready to test market conditions.
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    21 mins