In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley take a deep dive into the fourth quarter earnings from Canada’s “Big Six,” discussing the highs and lows from recent results. They also explore tax loss selling, a potential mortgage renewal crunch, accelerator ETFs, earnings per share (EPS) estimates, and proposed regulatory changes out of the U.S. Daniel Stanley is an ETF Specialist at BMO Global Asset Management. He is joined on the podcast by Chris Heakes, Portfolio Manager and ETF Specialist, BMO Global Asset Management and Sohrab Movahedi, Managing Director, Financials Research, BMO Capital Markets. This episode was recorded on Wednesday, December 6, 2023.
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).