In this special episode of In the Money with Amber Kanwar, we
team up with The Scotiabank Women Initiative. Amber sits down
with Swanzy Quarshie, Managing Director of Equities, Global
Investment Solutions at Scotia Wealth Management, for a
wide-ranging look at the biggest force in markets today: the AI
boom.
Swanzy breaks down why equity markets are soaring even as the
underlying economy lags, and how much of that strength traces
back to AI optimism. She digs into the staggering amount of power
and water the AI buildout requires, the limits on how quickly
that energy can be supplied, and what happens if AI adoption
doesn’t keep pace with the infrastructure being built.
They explore whether AI can truly deliver the productivity gains
companies are banking on, why some sectors are already seeing
real benefits, and how the next wave of AI winners may come from
outside the hyperscalers — in places like consultants, utilities,
and financials that learn to integrate AI effectively.
If you want a clear, grounded take on the realities behind the AI
frenzy — and where the lasting opportunities could emerge — this
episode is a must-watch.
The Scotiabank Women Initiative is committed to helping women
grow their businesses, advance their careers and invest in their
futures, so they can succeed on their own terms. For more
information check out:
https://www.scotiabank.com/women-initiative/ca/en.html
Timestamps
00:00 Show intro
01:15 Swanzy’s career arc
3:30 Swanzy’s view on earnings growth & AI
05:30 Cautious optimism on AI
08:15 Energy demand, AI & productivity gains
13:30 Is there any choice but to be invested in AI?
16:50 How does Canada position itself for the AI boom?
19:00 The U.S. market & AI gains
23:00 AI disruption in the market
Sponsors
The Scotiabank Women Initiative is committed to helping women
grow their businesses, advance their careers and invest in their
futures, so they can succeed on their own terms. For more check
out: https://www.scotiabank.com/women-initiative/ca/en.html
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DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
SCOTIA WEALTH MANAGEMENT DISCLAIMER
This publication has been prepared by The Bank of Nova Scotia for
Scotia Wealth Management clients and may not be redistributed. It
is for general information purposes only and should not be
considered or relied upon as personal and/or specific financial,
tax, pension, insurance, legal or investment advice. We are not
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with their qualified advisors, including tax and legal advisors,
before taking any action based upon the information contained in
this publication. Opinions and projections contained in this
publication are our own as of the date hereof and are subject to
change without notice. Scotia Wealth Management is under no
obligation to update this commentary and readers should assume
the information contained herein will not be updated. While care
and attention has been taken to ensure the accuracy and
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of Nova Scotia nor any of its affiliates or any of their
respective directors, officers or employees make any
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Registered trademark of The Bank of Nova Scotia, used under
licence. Scotia Wealth Management consists of a range of
financial services provided by The Bank of Nova Scotia
(Scotiabank); The Bank of Nova Scotia Trust Company
(Scotiatrust); Private Investment Counsel, a service of 1832
Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia
Wealth Insurance Services Inc.; and ScotiaMcLeod, a division of
Scotia Capital Inc. Private banking services are provided by The
Bank of Nova Scotia. Estate and trust services are provided by
The Bank of Nova Scotia Trust Company. Portfolio management is
provided by 1832 Asset Management L.P. and 1832 Asset Management
U.S. Inc. Insurance services are provided by Scotia Wealth
Insurance Services Inc. Wealth advisory and brokerage services
are provided by ScotiaMcLeod, a division of Scotia Capital Inc.
International investment advisory services are provided by Scotia
Capital Inc. Financial planning services are provided by The Bank
of Nova Scotia and ScotiaMcLeod. Scotia Capital Inc. is a member
of the Canadian Investor Protection Fund and is regulated by the
Canadian Investment Regulatory Organization. Scotia Wealth
Insurance Services Inc. is the insurance subsidiary of Scotia
Capital Inc., a member of the Scotiabank group of companies. When
discussing life insurance products, ScotiaMcLeod advisors are
acting as Life Insurance Agents (Financial Security Advisors in
Quebec) representing Scotia Wealth Insurance Services Inc.
In the Money delivers expert stock picks, market analysis, and
timely investing insights. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers and financial experts. Covering everything from ETFs and
Canadian stocks to global investing trends, dividend strategies,
and risk management, this show is made for DIY investors, stock
market enthusiasts, and anyone looking to sharpen their financial
strategy.
Contact: questions@inthemoneypod.com
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