In this special episode, Sohrab Movahedi, Bipan Rai, and Skye Collyer take a deep dive into Canada’s Big Six, from recent earnings results and valuations to the U.S. political landscape and expectations for 2025. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, at BMO Global Asset Management, and Sohrab Movahedi, Managing Director of Financials Research at BMO Capital Markets. This episode was recorded on Thursday, December 12, 2024.
Sohrab Movahedi
Banks & Asset Managers Analyst
BMO Capital Markets
Sohrab joined BMO Capital Markets Equity Research in 2014 as the Canadian banks analyst. Prior to joining BMO, Sohrab was a senior portfolio manager and financials sector head in the Global Corporate Securities group of the Canada Pension Plan Investment Board. Previous to that, Sohrab spent 13 years at CIBC in various senior management roles in risk and finance.
In the 2020 and 2021 Brendan Wood International Surveys, Sohrab was ranked as a TopGun analyst for the Canadian banks sector.
Sohrab holds a bachelor of engineering science (civil engineering) and bachelor of arts in economics both from Western University (1994), and an MBA from Schulich School of Business (1996).
Actuel Balados
In this special episode, Sohrab Movahedi, Chris Heakes, and Daniel Stanley break down the second quarter earnings from Canada’s “Big Six,” recapping the recent results and ongoing challenges. They also discuss loan-loss provisions, central bank policy, and reasons for a more optimistic outlook.