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).
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into first-quarter results from Canada’s “Big Six,” discussing how the banks are “rolling with the punches.” They also explore the possibility of a recession, putting credit costs into context, the philosophy of equal weighting, and the evolving Canadian housing ecosystem.
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into fourth quarter results from Canada’s “Big Six,” discussing the state of the economy, dividend increases, OSFI’s decision to raise the domestic stability buffer, the size factor, recent acquisitions, and the changing dynamics in the real estate market.
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into third quarter results from Canada’s “Big Six,” discussing recent stock performance, bank yields, the benefits of liquidity, and the impact of falling housing prices.
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into second quarter results from Canada’s “Big Six,” discussing their outlook for Financials, how banks weather uncertainty, metrics that can help gauge the economy’s strength, and real estate. They also look at strategies to hedge against inflation, including the BMO Canadian Dividend ETF (ZDV) and the BMO Canadian High Dividend Covered Call ETF (ZWC).