TSX ETF Investor Centre
Decoding Q2 Canadian Bank Earnings
In this episode, special guest Sohrab Movahedi, ETF Strategist Bipan Rai, and your host, Skye Collyer, take a deep dive into Canada’s Big Six banks, from recent earnings results to key themes to watch throughout the second half of 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.
The Transition To Net Zero
The fight against climate change has become a sprint towards a net zero emissions future. In our latest blog post, Mirza Ali Shakir, CFA, discusses the unique challenge and opportunity presented by this transition.
Canadian Banks: Show Me the Money!
In March 2020, the Office of the Superintendent of Financial Institutions (OSFI) announced that Canadian banks could not increase their dividends or repurchase any shares in an effort to preserve capital in response to the COVID-19 pandemic.
En mars 2020, le Bureau du surintendant des institutions financières (BSIF) a annoncé que les banques canadiennes n’avaient pas le droit d’augmenter leurs dividendes ou de racheter des actions dans le but de protéger les capitaux durant la pandémie de la COVID-19.
U.S. Financials: Why They Remain Attractive (Especially the Mid-Caps)
In this insight, we review six reasons why U.S. financials stocks remain attractive, and why the mid-caps could be set to resume their long history of material outperformance vs. the large-caps.
Canadian Banks: Catalyst #2 (Reserve Releases) Approaching
In this Insight, Hamilton ETFs explains why they believe reserve releases of between $6 and $8 billion for the Canadian banks are coming in 2021, which could have a material impact on share prices.
Canadian Banks: Are Analysts Underestimating the Recovery (Again)?
In this insight on the Canadian banks, Hamilton ETFs discusses the historical tendency of analysts to underestimate the strength of the earnings recovery during credit cycles. Specifically, Hamilton ETFs explores the implications to current and forward P/E multiples, and whether Canadian bank shares are even cheaper than they appear.