Scotiabank Market Points

In this episode of Market Points, Patrick Bryden, Managing Director, Global Head of Thematic and Sustainability Investment Research, Global Equity Research, Olivier Gervais, Director, Modelling and Forecasting, Scotiabank Economics, and Hugo Ste-Marie, Analyst, Portfolio and Quantitative Strategy, Global Equity Research, discuss key findings from their latest Scotiabank 360° Multi-Asset Investment...

In this episode of Market Points, Patrick Dabiet, Managing Director and Co-Head of Canadian Debt Capital Markets and Government Finance, and Fadi Attia, Managing Director and Head of U.S. Debt Syndication, discuss the key forces shaping debt capital markets in 2026 for issuers and institutional investors.   Drawing on a record 2025 for issuance, they examine why liquidity and demand remain robust...

In this special episode of Market Points, Patrick Bryden, Managing Director, Global Head of Thematic and Sustainability Investment Research at Scotiabank, speaks with Alex de Vries-Gao, Founder of Digiconomist, about the fast-growing energy demands of artificial intelligence. Drawing on his recent research, Alex explains the challenges of quantifying AI’s power consumption, the gaps in corporate d...

In this episode of Market Points, host Nick Pocrnic, Director, Mining Sales Specialist at Scotiabank in Toronto, speaks with Alfonso Salazar Herrera, Analyst, LatAm Metals & Mining at Scotiabank Inverlat in Mexico City, about how China’s mounting industrial overcapacity is reshaping demand for key Latin American exports. From steel and iron ore to copper and pulp, they explore the knock-on effects...

Global trade is shifting—and the pressure is on. In the latest episode of Market Points, Dyanne Carenza, Managing Director, Global Trade & Working Capital Solutions, and Matthew Parker-Jones, Senior Vice President, International Commercial Banking, dive into the rising complexity CFOs and treasurers face across the Americas. From fractured supply chains to FX volatility, discover how Scotiabank is...

In this episode of Market Points, Michelle Khalili, Managing Director and Global Head, Equity Capital Markets and Corporate Finance Advisory, speaks with Pete Gordon, Director, Equity Capital Markets, about the latest institutional investorsentiment toward IPOs.  Drawing from Scotiabank’s recent IPO survey of global institutional investors representing $4 trillion in assets, they discuss growing r...

In this episode of Market Points, host Chris Kelly, Director and Head, U.S. Rates Sales, is joined by Boris Sender, Director, U.S. Rates Strategy, and Roger Quick, Director, Canadian Rates Strategy, to discuss key developments in the U.S. and Canadian rates markets. They cover the growth boost from U.S. tax cuts versus the drag from tariffs, Canada’s relative insulation from trade tensions, and sh...

In this special episode of Market Points, Patrick Bryden, Managing Director and Global Head of Thematic and Sustainability Investment Research at Scotiabank, presents highlights from the 7th Annual Scotiabank Sustainability Summit. Set against a backdrop of shifting geopolitics and renewed debate over the role of sustainability in global finance, the summit brought together investors, academics, a...

After years of dominance, the U.S. dollar is showing signs of a long-term reversal. In this episode of Market Points, Shaun Osborne, Managing Director and Chief Currency Strategist, is joined by Eric Theoret, FX Strategist, to unpack what’s driving the recent weakness in the greenback. They explore structural and cyclical pressures including fiscal and trade policy uncertainty, and the growing cha...

In the latest episode of Market Points, John Hunter, Managing Director and Head, U.S. Cash Management, and Stephen Wilkinson, Managing Director and Global Co-Head, Corporate & MNC Sales, share their insights on managing cross-border transactions amidst the complexities of tariff fluctuations, trade policies, and economic shifts.  With over $1.7 trillion in annual cross-border payments across the A...

In this timely episode of Market Points, host Patrick Bryden, Managing Director, Global Head of Thematic and Sustainability Investment Research at Scotiabank, welcomes renowned Oxford professor and author Karthik Ramanna to discuss his latest book, The Age of Outrage: How to Lead in a Polarized World.   Ramanna explores the drivers of societal outrage and emphasizes that traditional crisis managem...

As global trade tensions escalate, Mexico sits at a crossroads—positioned to benefit from nearshoring, but constrained by unreliable and expensive electricity. In this episode of Market Points, Rodrigo Echagaray, Managing Director, Head of Latin America Equity Research and Global Head of Product Management, speaks with Francisco Suarez, Analyst, Latam Industrial Real Estate, Infrastructure, and ES...

Businesses often face a “rollercoaster” of surprises when managing their treasury operations. Manual processes, handling traditional paper checks, and crafting new solutions to fit into existing workflows are only a few of the hurdles.  On this episode of Market Points, Mike Suppa, Director and Head, Client Solutions and Partnerships, and Jonathan Poupart, Director, Cash Management Solutions, shar...

In this episode of Market Points, Boris Sender, Director, U.S. Rates Strategy, leads a deep dive with Gabriel Buteler, Managing Director and Head, Global Rates Trading, and Shaun Osborne, Managing Director, Chief Currency Strategist, exploring the dramatic shifts in global financial markets driven by changing trade policies and macroeconomic conditions. The conversation delves into rate forecasts...

In this episode of Market Points, host Mark Mulroney, Vice Chair, Global Banking and Markets, is joined by Pete Gordon, Director, Equity Capital Markets, to break down investor sentiment and expectations for the IPO market in 2025. Drawing insights from a recent investor survey, they explore the shift toward higher risk appetite, the role of private capital, and key factors influencing IPO perform...

With record-setting issuance in 2024 and a shifting rate environment, what lies ahead for debt capital markets in 2025? In this episode of Market Points, Patrick Dabiet, Managing Director and Co-Head, Canadian Debt Capital Markets and Government Finance, is joined by Fadi Attia, Managing Director and Head, U.S. Debt Syndication, to break down the key themes shaping issuance trends in the North Ame...

Where are U.S. rates and swap markets headed in 2025? In this engaging episode of Market Points, Boris Sender, Director, U.S. Rates Strategy, leads a dynamic discussion with Scotiabank colleagues Charles Comiskey, Managing Director, U.S. Rates Trading, and James Williamson, Director, USD Swap Trading. Together, they break down the key drivers behind recent market moves, the Federal Reserve’s evolv...

For many investors 2024 was a good year, but what about 2025? On this episode of Market Points, Hugo Ste-Marie, Director, Portfolio and Quantitative Strategy, Global Equity Research, breaks down some key themes that will shape the investment landscape this year. He tells us where he thinks markets may head, where there may be opportunities as well as risks, the possible impact of a new administrat...

On this episode of Market Points, Scotiabank’s Michelle Khalili, Managing Director and Global Head, Equity Capital Markets (ECM) and Corporate Finance Advisory, hosts a discussion reflecting on the key themes of 2024 and the outlook for 2025. Featuring John Cronin, Managing Director and Head, U.S. ECM; Matt Sheehan, Managing Director and Head, Canadian ECM; and Charles Kerecz, Managing Director an...

With the capital landscape for technology companies evolving, how will IPO and M&A activity unfold in 2025? What are investors looking for, and how can tech companies prepare to go public? In this episode of Market Points, Pete Gordon, Director, Equity Capital Markets, is joined by Sasson Darwish, Managing Director and Global Head, Technology Investment Banking, to explore the opportunities and ch...

Shifting political landscapes are creating new challenges and opportunities for commodity markets and investors. On this episode of Market Points, Nick Pocrnic, Director, Mining Sales Specialist, Global Equity Sales, hosts a panel of experts—Hugo Ste-Marie, Analyst, Portfolio & Quantitative Strategy; Ovais Habib, Analyst, Gold & Precious Minerals; and Orest Wowkodaw, Analyst, Metals & Mining, and...

Shifting interest rate policies are creating new challenges and opportunities for global markets and investors. On this episode of Market Points, Shaun Osborne, Managing Director, Chief Currency Strategist, and Brendan Stark, Managing Director and Head, Institutional Short Term Interest Rate and FX Sales, discuss the market implications of the latest Bank of Canada and anticipated Federal Reserve...

Mexico is at the center of a historic shift in global value chains to produce semiconductors and electronics. This has catalyzed strong growth of the Electronic Manufacturing Services (EMS) industry in Guadalajara and across the state of Jalisco. On this episode of Market Points, Rodrigo Echagaray, Managing Director, Head of Latam Equity Research and Global Head of Product Management, speaks with...

For many businesses and consumers across Canada, sending regular remittances abroad and receiving inbound funds can be complex and challenging. In response, Scotiabank and many other payment industry leaders are rolling out new data-rich technology to enhance transparency, streamline payment processes, and speed up transaction times. On this episode of Market Points, Kim Salti, Director, North Ame...

Dormant sectors came back to life in the first half of 2024, significantly boosting debt market activity and issuance. On this episode of Market Points, Patrick Dabiet, Managing Director and Co-Head, Canadian Debt Capital Markets, and Fadi Attia, Managing Director and Head, U.S. Debt Syndication highlight leading sector issuance, key risks, and emerging opportunities. They discuss the factors shap...