PODCAST

Scotiabank Market Points

Scotiabank Global Banking and Markets

Scotiabank Market Points is part of the Knowledge Capital Series, a collection of audio, video and written commentary from Scotiabank Global Banking and Markets leaders and experts, designed to provide you with timely insights and analysis. Listen in for unique perspectives and commentary on key trends and market activity. Important Disclosures: This communication does not constitute investment advice or any personal recommendation to invest in a financial instrument or “investment research”. This communication is provided for information and discussion purposes only. An investment decision should not be made solely on the basis of the contents of this communication. It is not to be construed as a solicitation or an offer to buy or sell any financial instruments and has no regard to the specific investment objectives, financial situation or particular needs of any recipient. The information in this communication is based on publicly available information and although it has been compiled or obtained from sources believed to be reliable, such information has not been independently verified and no guarantee, representation or warranty, express or implied, is made as to its accuracy, completeness or correctness. Past performance or simulated past performance is not a reliable indicator of future results. Forecasts are not a reliable indicator of future performance. For all legal disclosures, please visit https://www.gbm.scotiabank.com/en/legal.html

Presented by The Scotiabank Women Initiative: Heading on the ESG Journey
Diversity and inclusion is at the heart of social financings, and increasingly recognized as a core corporate strategy to drive performance. Navigating the sustainable finance environment is challenging, and our guests look to shed some light on the process. On this episode of Market Points presented by The Scotiabank Women Initiative®, we are joined by Agnes Vara, Director, Term Funding and Capital Management in Group Treasury, who has played an integral part in Scotiabank’s own sustainable issuances. And Melissa Menzies, Associate Director, Sustainable Finance, who is helping large organizations structure their own successful sustainable financings.   Important Disclosures This communication does not constitute investment advice or any personal recommendation to invest in a financial instrument or “investment research”. This communication is provided for information and discussion purposes only. An investment decision should not be made solely on the basis of the contents of this communication. It is not to be construed as a solicitation or an offer to buy or sell any financial instruments and has no regard to the specific investment objectives, financial situation or particular needs of any recipient. The information in this communication is based on publicly available information and although it has been compiled or obtained from sources believed to be reliable, such information has not been independently verified and no guarantee, representation or warranty, express or implied, is made as to its accuracy, completeness or correctness. Past performance or simulated past performance is not a reliable indicator of future results. Forecasts are not a reliable indicator of future performance. Please refer to our legal disclosures on our website. Participation in The Scotiabank Women Initiative® or any program-related event does not constitute advice or an offer or commitment by Scotiabank to provide any financial products or services. ® Registered trademark of The Bank of Nova Scotia, used under license.nce. Please refer to our legal disclosures on our website.
Dec 17 2021
16 mins
Sustainable debt market: Canada’s opportunity to lead
Sustainable finance is top of mind for issuers and investors as the sector continues to grow. The sustainable debt market is evolving at a rapid pace, and Canada has the opportunity to lead. On this episode of Market Points, Brett House, Vice President and Deputy Chief Economist, discusses Canada’s sustainable finance position in the global context, and Bob Nguyen, Managing Director and Head, Corporate Fixed Income Origination, looks at the sustainability-linked bond market. Source: $60 billion of issuance of sustainability-linked bonds in 2021, which is five times the volume in 2020, Bloomberg Finance L.P. as at September 1, 2021. Important Disclosures This communication does not constitute investment advice or any personal recommendation to invest in a financial instrument or “investment research”. This communication is provided for information and discussion purposes only. An investment decision should not be made solely on the basis of the contents of this communication. It is not to be construed as a solicitation or an offer to buy or sell any financial instruments and has no regard to the specific investment objectives, financial situation or particular needs of any recipient. The information in this communication is based on publicly available information and although it has been compiled or obtained from sources believed to be reliable, such information has not been independently verified and no guarantee, representation or warranty, express or implied, is made as to its accuracy, completeness or correctness. Past performance or simulated past performance is not a reliable indicator of future results. Forecasts are not a reliable indicator of future performance. Please refer to our legal disclosures on our website.
Oct 21 2021
16 mins
Canadian banking sector: Q3 results beat the street
Q3 earnings for the Canadian banks came in strong again, beating the street by a comfortable margin. On this episode of Market Points, Meny Grauman, Managing Director, Financial Services, Global Equity Research, deciphers the results and shares his thoughts on the outlook for the Canadian banking sector. Important Disclosures Scotia Capital (USA) Inc. or its affiliates has managed or co-managed a public offering in the past 12 months: Bank of Montreal, Canadian Imperial Bank of Commerce, Canadian Western Bank, Laurentian Bank of Canada, National Bank of Canada, Royal Bank of Canada. Scotia Capital (USA) Inc. or its affiliates has received compensation for investment banking services in the past 12 months: Bank of Montreal, Canadian Imperial Bank of Commerce, Canadian Western Bank, Laurentian Bank of Canada, National Bank of Canada, Royal Bank of Canada, TD Bank Financial Group. Within the last 12 months, Scotia Capital Inc. and/or its affiliates have undertaken an underwriting liability with respect to equity or debt securities of, or have provided advice for a fee with respect to, this issuer: Bank of Montreal, Canadian Imperial Bank of Commerce, Canadian Western Bank, Laurentian Bank of Canada, National Bank of Canada, Royal Bank of Canada. The Head of Equity Research or a Supervisory Analyst owns securities of this issuer in his or her own account or in a related account: Bank of Montreal, Canadian Imperial Bank of Commerce, Royal Bank of Canada, TD Bank Financial Group. Scotia Capital Inc. and its affiliates collectively beneficially own in excess of 1% of one or more classes of the issued and outstanding equity securities of this issuer: Bank of Montreal, Canadian Imperial Bank of Commerce, National Bank of Canada, Royal Bank of Canada, TD Bank Financial Group. The Bank of Nova Scotia and its affiliates collectively have a net long position in excess of 0.5% of the total issued share capital of the issuer: Bank of Montreal, Canadian Imperial Bank of Commerce, National Bank of Canada, Royal Bank of Canada, TD Bank Financial Group. Scotia Capital (USA) Inc. or its affiliates expects to receive or intends to seek compensation for investment banking services in the next 3 months: Bank of Montreal, Laurentian Bank of Canada, National Bank of Canada, Royal Bank of Canada, TD Bank Financial Group. This issuer and its affiliates collectively beneficially own in excess of 5% of the total issued share capital of The Bank of Nova Scotia: Royal Bank of Canada. Scotia Capital (USA) Inc. had an investment banking services client relationship during the past 12 months: National Bank of Canada. Scotia Capital Inc. acted as financial advisor to iA Financial Corporation Inc. in the announced sale of iA Investment Counsel Inc. to Canadian Western Bank.
Sep 15 2021
13 mins
Mitigating risk: Sustainability linked derivativesEmerging from the Pandemic: Strategies and ImplicationsH2 2021: Economic outlook for Latin AmericaRetail revolution: The year that changed everythingCanadian banking sector: On the upside once again
Q2 earnings for the Canadian banks surprised on the upside once again, as they continue their trend of beating the consensus. Healthy optimism with respect to ending the pandemic and restarting the economy is providing support for the ongoing strength in the banking sector. On this episode of Market Points, Meny Grauman, Managing Director, Financial Services, Global Equity Research, discusses the key factors driving performance and his top favourite pick. Important Disclosures Scotia Capital (USA) Inc. or its affiliates has managed or co-managed a public offering in the past 12 months: Bank of Montreal, Canadian Imperial Bank of Commerce, TD Bank Financial Group, Canadian Western Bank, Laurentian Bank of Canada, National Bank of Canada, Royal Bank of Canada. Scotia Capital (USA) Inc. or its affiliates has received compensation for investment banking services in the past 12 months: Bank of Montreal, Canadian Imperial Bank of Commerce, Canadian Western Bank, Laurentian Bank of Canada, National Bank of Canada, Royal Bank of Canada. Within the last 12 months, Scotia Capital Inc. and/or its affiliates have undertaken an underwriting liability with respect to equity or debt securities of, or have provided advice for a fee with respect to, this issuer: Bank of Montreal, Canadian Imperial Bank of Commerce, TD Bank Financial Group, Canadian Western Bank, Laurentian Bank of Canada, National Bank of Canada, Royal Bank of Canada. The Head of Equity Research or a Supervisory Analyst owns securities of this issuer in his or her own account or in a related account: Bank of Montreal, Canadian Imperial Bank of Commerce, TD Bank Financial Group, Royal Bank of Canada, TD Bank Financial Group. Scotia Capital Inc. and its affiliates collectively beneficially own in excess of 1% of one or more classes of the issued and outstanding equity securities of this issuer: Bank of Montreal, Canadian Imperial Bank of Commerce, National Bank of Canada, Royal Bank of Canada, TD Bank Financial Group. The Bank of Nova Scotia and its affiliates collectively have a net long position in excess of 0.5% of the total issued share capital of the issuer: Bank of Montreal, Canadian Imperial Bank of Commerce, National Bank of Canada, Royal Bank of Canada, TD Bank Financial Group. Scotia Capital (USA) Inc. or its affiliates expects to receive or intends to seek compensation for investment banking services in the next 3 months: Canadian Imperial Bank of Commerce, Canadian Western Bank, Laurentian Bank of Canada, National Bank of Canada, Royal Bank of Canada. This issuer and its affiliates collectively beneficially own in excess of 5% of the total issued share capital of The Bank of Nova Scotia: Royal Bank of Canada. Scotia Capital (USA) Inc. had an investment banking services client relationship during the past 12 months: National Bank of Canada. Scotia Capital Inc. acted as financial advisor to iA Financial Corporation Inc. in the announced sale of iA Investment Counsel Inc. to Canadian Western Bank.
Jun 10 2021
14 mins
Currency outlook: Where is the Canadian dollar headed?Business risk: Fundamentals behind the great Canadian restartCanadian banking sector: Bullish on the banks
The Canadian banks beat the street once again, and analysts make significant upward revisions to forward-looking earnings estimates into 2022. Canadians have increased their savings throughout the pandemic and the pent-up consumer demand is poised to support continuing performance in the banking sector. On this episode of Market Points, Meny Grauman, Managing Director, Financial Services, Global Equity Research at Scotiabank, talks about the strength of the sector and why he is so bullish on the banks. Important Disclosures Scotia Capital (USA) Inc. or its affiliates has managed or co-managed a public offering in the past 12 months: Bank of Montreal, Canadian Imperial Bank of Commerce, TD Bank Financial Group. Scotia Capital (USA) Inc. or its affiliates has received compensation for investment banking services in the past 12 months: Bank of Montreal, Canadian Imperial Bank of Commerce, TD Bank Financial Group. Within the last 12 months, Scotia Capital Inc. and/or its affiliates have undertaken an underwriting liability with respect to equity or debt securities of, or have provided advice for a fee with respect to, this issuer: Bank of Montreal, Canadian Imperial Bank of Commerce, TD Bank Financial Group. The Head of Equity Research or a Supervisory Analyst owns securities of this issuer in his or her own account or in a related account: Bank of Montreal, Canadian Imperial Bank of Commerce, TD Bank Financial Group. Scotia Capital Inc. and its affiliates collectively beneficially own in excess of 1% of one or more classes of the issued and outstanding equity securities of this issuer: Bank of Montreal, Canadian Imperial Bank of Commerce. The Bank of Nova Scotia and its affiliates collectively have a net long position in excess of 0.5% of the total issued share capital of the issuer: Bank of Montreal, Canadian Imperial Bank of Commerce, TD Bank Financial Group.
Mar 11 2021
15 mins
Pacific Alliance: An investor's approach to Mexico, Peru, Chile and ColombiaCritical commodities: Economic outlook for oil, gold and industrial metals marketsEmerging Markets: Economic outlook for Latin AmericaCurrency Outlook: Expectations for the Canadian and US dollarsGood Corporate GovernanceCanadian banking sector: Q4 earnings surprises
The Canadian Big Banks provided earnings surprises once again. But given COVID-19’s deep winter wave and an economy that still requires a lot of support, how much longer can they keep this up? In this episode of Market Points, Meny Grauman, Managing Director, Financial Services, Global Equity Research at Scotiabank, talks earnings opportunities and which bank stocks are worth a closer look. Important Disclosures: Scotia Capital (USA) Inc. or its affiliates has managed or co-managed a public offering in the past 12 months: Bank of Montreal, Canadian Imperial Bank of Commerce, National Bank of Canada, TD Bank Financial Group. Scotia Capital (USA) Inc. or its affiliates has received compensation for investment banking services in the past 12 months: Bank of Montreal, Canadian Imperial Bank of Commerce, National Bank of Canada, TD Bank Financial Group. Scotia Capital (USA) Inc. or its affiliates expects to receive or intends to seek compensation for investment banking services in the next 3 months: Bank of Montreal, Canadian Imperial Bank of Commerce, National Bank of Canada. Within the last 12 months, Scotia Capital Inc. and/or its affiliates have undertaken an underwriting liability with respect to equity or debt securities of, or have provided advice for a fee with respect to, this issuer: Bank of Montreal, Canadian Imperial Bank of Commerce, Royal Bank of Canada, TD Bank Financial Group. The Head of Equity Research or a Supervisory Analyst owns securities of this issuer in his or her own account or in a related account: Bank of Montreal, Canadian Imperial Bank of Commerce, TD Bank Financial Group. Scotia Capital Inc. and its affiliates collectively beneficially own in excess of 1% of one or more classes of the issued and outstanding equity securities of this issuer: Bank of Montreal, Canadian Imperial Bank of Commerce, National Bank of Canada, TD Bank Financial Group. The Bank of Nova Scotia and its affiliates collectively have a net long position in excess of 0.5% of the total issued share capital of the issuer: Bank of Montreal, Canadian Imperial Bank of Commerce, National Bank of Canada, TD Bank Financial Group.
Dec 9 2020
14 mins
Business risk: Hedging strategies through uncertain timesThe “S” of the ESG TriangleUS Election: Economic impacts of a Biden administration