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Scotiabank Market Points

Scotiabank Global Banking and Markets

75 episodes

1 week ago

Dive into the latest trends and expert analysis with the Scotiabank Market Points podcast series. Each episode brings you timely insights from Scotiabank Global Banking and Markets leaders and experts. Listen now. 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

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All content for Scotiabank Market Points is the property of Scotiabank Global Banking and Markets and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Dive into the latest trends and expert analysis with the Scotiabank Market Points podcast series. Each episode brings you timely insights from Scotiabank Global Banking and Markets leaders and experts. Listen now. 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

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Episodes (20/75)

Scotiabank Market Points

China’s overcapacity problem: The LatAm ripple effect

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 of China’s slowing construction, shifting trade patterns, and discuss expectations around China’s upcoming five-year plan. With Latin American producers and investors squarely in the path of these structural shifts, Alfonso cautions, “if you get China wrong, you get everything wrong.”

1 week ago

25 minutes

Scotiabank Market Points

North to South: Simplifying trade and supply chain complexity

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 helping corporates build resilient, multi-regional strategies with trusted execution and advisory support.

3 weeks ago

21 minutes

Scotiabank Market Points

Midyear IPO Survey: Risk-on for institutional investors

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 risk appetite, the return of growth as the top priority over profitability, and the strong interest in AI-driven technology. While macro uncertainty and inflation remain concerns, the outlook for the remainder of 2025 is constructive, with a robust pipeline and accelerating investor demand.

2 months ago

12 minutes

Scotiabank Market Points

U.S. and Canada rates update

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 shifting fiscal landscapes on both sides of the border. The team also explores central bank outlooks, implications for bond issuance, and insights on swap spreads for institutional investors and corporates navigating an evolving macro backdrop.

2 months ago

35 minutes

Scotiabank Market Points

Highlights from the 2025 Scotiabank Sustainability Summit

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, and corporate leaders from around the world. With reflections from members of Scotiabank’s Sustainable Finance and Global Equity Research teams, this episode captures key moments from two days of timely and thought-provoking conversation around the future of sustainability.

2 months ago

40 minutes

Scotiabank Market Points

U.S. dollar downslide: Are we at a tipping point?

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 chatter around de-dollarization. With implications for Canadian investors and the potential for a stronger loonie even in turbulent markets, the conversation offers essential context on where the dollar may be headed.

4 months ago

21 minutes

Scotiabank Market Points

Treasury without borders: Driving success across the Americas

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 Americas, this episode provides valuable strategies and real-world examples to help corporate treasurers optimize working capital, manage FX volatility, and leverage banking partnerships for proactive business growth. Tune in for an engaging and informative discussion that will equip you with the tools to stay ahead in the dynamic landscape of cross-border treasury operations.

5 months ago

19 minutes

Scotiabank Market Points

Navigating leadership in the age of outrage with Karthik Ramanna

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 management is inadequate for the current era. He shares practical insights from behavioural science to help leaders “turn down the temperature” and illustrates how successful organizations build resilience and navigate polarization by aligning authentically with their core missions. This conversation provides business leaders with a nuanced, realistic, yet optimistic guide to managing and thriving amid today’s complex challenges.

5 months ago

24 minutes

Scotiabank Market Points

Mexico’s power play: Unlocking nearshoring through energy reform

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 ESG, and Eduardo Suarez, Vice President of Latin America Economics, about how energy reform could impact future growth. They explore the opportunity in solar, the risks of regulatory uncertainty, and why solving Mexico’s power problem is essential to realizing its nearshoring potential.

5 months ago

21 minutes

Scotiabank Market Points

Real banking solutions from client-driven collaboration

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, share examples of client feedback and how uncovering their pain points help drive innovative banking solutions. Whether through strategic partnerships or in-house expertise, Scotiabank has found that client-driven collaboration is core to making banking easier for all businesses.

6 months ago

25 minutes

Scotiabank Market Points

The changing world order: The impact on rates and FX

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 for the Federal Reserve and Bank of Canada, and also provides insights into inflation and FX market dynamics as markets continue to adjust to a rapidly evolving economic landscape.

7 months ago

29 minutes

Scotiabank Market Points

IPO Market Outlook: Investor sentiment and key trends for 2025

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 performance. With a strong pipeline of IPOs anticipated, be sure to tune in for expert analysis on what’s driving the IPO market and what to watch for in the months ahead.

8 months ago

11 minutes

Scotiabank Market Points

Debt Capital Markets Outlook: Key Trends for 2025

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 American debt capital markets. From corporate refinancing needs and M&A-driven supply to evolving investor dynamics and cross-border funding opportunities, this conversation offers critical insights into how issuers and investors can navigate the year ahead. Tune in to hear expert perspectives on market conditions, pricing strategies, and the evolving debt landscape in Canada and the U.S.

9 months ago

23 minutes

Scotiabank Market Points

U.S. Rates and Swap Markets: Q1 Outlook 2025

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 evolving stance, and the role of policy uncertainty under the new administration. This episode delivers actionable insights to help investors navigate a pivotal year for fixed income markets, so tune in for expert perspectives on what’s shaping the U.S. rates landscape and how to position for what’s next.

9 months ago

34 minutes

Scotiabank Market Points

2025 Market Outlook – 8 key themes to watch for this year

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 administration in the U.S., and much more.

9 months ago

24 minutes

Scotiabank Market Points

Equity Capital Markets: 2024 in review and what lies ahead for 2025

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 and Head, Global Equity Private Placements, this episode explores the activity in the Canadian and U.S. equity capital markets, the outlook for IPOs and M&A, and the evolving dynamics between public and private capital. Tune in to hear insights on issuance trends, and what investors can expect as markets continue to normalize in the year ahead.

9 months ago

18 minutes

Scotiabank Market Points

Tech IPOs & M&A: What lies ahead in 2025

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 challenges awaiting technology companies looking to raise capital in the year ahead.

11 months ago

21 minutes

Scotiabank Market Points

Election 2024: How U.S. politics could reshape the commodity landscape

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 together they discuss how different U.S. election outcomes could influence key commodities like gold, silver, copper, and uranium. They also explore broader themes such as the green transition and the growing energy demands of AI. Tune in to hear where opportunities may lie and how investors can navigate potential market shifts amid this pivotal moment in U.S. politics.

1 year ago

23 minutes

Scotiabank Market Points

Central banks, elections, and FX: Decoding the signals for global markets

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 rate decisions. They also explore the potential market impact of the upcoming U.S. election, including effects on the US dollar, and highlight their expectations for currencies that could outperform in a period of elevated uncertainty and market volatility. Tune in and find out if the Canadian dollar makes the cut.

1 year ago

18 minutes

Scotiabank Market Points

Focus on nearshoring: Why the EMS industry in Guadalajara, Jalisco, is the next frontier

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 Analysts Andres Coello and Francisco Suarez about the factors driving this new frontier. They explore why existing infrastructure, integrated value chains and education advancements are ideally positioning Guadalajara for EMS opportunities ahead, as well as the real estate trends being fueled by EMS growth. And with a newly elected administration, led by President-elect Claudia Sheinbaum, we’ll explore what investors should watch for and how the incoming policies and priorities will spur nearshoring and EMS-related growth. View Reg AC Certification and Disclosures

1 year ago

19 minutes