Épisodes

  • IPO Market Outlook: Investor sentiment and key trends for 2025

    IPO Market Outlook: Investor sentiment and key trends for 2025
    Feb 12 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.
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    11 min
  • Debt Capital Markets Outlook: Key Trends for 2025

    Debt Capital Markets Outlook: Key Trends for 2025
    Feb 5 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.
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    24 min
  • U.S. Rates and Swap Markets: Q1 Outlook 2025

    U.S. Rates and Swap Markets: Q1 Outlook 2025
    Jan 27 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.
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    35 min
  • 2025 Market Outlook – 8 key themes to watch for this year

    2025 Market Outlook – 8 key themes to watch for this year
    Jan 20 2025
    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.
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    24 min
  • Equity Capital Markets: 2024 in review and what lies ahead for 2025

    Equity Capital Markets: 2024 in review and what lies ahead for 2025
    Jan 8 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.
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    18 min
  • Tech IPOs & M&A: What lies ahead in 2025

    Tech IPOs & M&A: What lies ahead in 2025
    Nov 12 2024
    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.
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    21 min
  • Election 2024: How U.S. politics could reshape the commodity landscape

    Election 2024: How U.S. politics could reshape the commodity landscape
    Oct 29 2024
    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.
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    24 min
  • Central banks, elections, and FX: Decoding the signals for global markets

    Central banks, elections, and FX: Decoding the signals for global markets
    Sep 13 2024
    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.
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    18 min