Scotiabank Market Points
Scotiabank Global Banking and Markets
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
Episodes
Mentioned books
Nov 3, 2025 • 32min
Powering intelligence: AI’s energy footprint
In this engaging discussion, Alex de Vries-Gao, Founder of Digiconomist and researcher on digital sustainability, delves into the escalating energy demands of AI. He highlights the complexity of quantifying AI's power consumption and the gaps in corporate transparency that hinder accurate measurements. Alex notes that AI's energy usage could rival that of the Netherlands, impacting electricity demand and environmental policies. He warns about the hidden costs of unchecked growth and advocates for responsible innovation amidst rising emissions.
Oct 21, 2025 • 26min
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.”
Oct 6, 2025 • 21min
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.
Aug 22, 2025 • 12min
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.
Aug 13, 2025 • 36min
U.S. and Canada rates update
Boris Sender is the Director of U.S. Rates Strategy at Scotiabank, while Roger Quick leads Canadian Rates Strategy. They delve into the impact of U.S. tax cuts and tariffs on economic growth and job creation. The conversation highlights Canada’s resilience in trade tensions and the implications of shifting fiscal policies. They analyze labor market trends affecting the Federal Reserve's decisions, along with strategies for navigating Canada’s interest rate landscape amid rising deficits and infrastructure funding needs.
Aug 8, 2025 • 41min
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.
Jun 6, 2025 • 21min
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.
May 26, 2025 • 20min
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.
May 8, 2025 • 25min
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.
May 8, 2025 • 21min
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.
