Equities

Get Complete Support for Your Equity Needs

Tap into distribution capabilities in major financial centres and secondary markets around the world for the origination, distribution and trading of equities and equity-linked/equity-derivative securities. Our sophisticated trading strategies plus full line-up of execution services — including block trading, portfolio trading, ETF Trading Services, algorithms and direct electronic access — help you get the most from the market.

Whether you are using our agency trading capabilities or prime brokerage services, you have access to a full suite of common and preferred shares and structured products complemented by high-quality equity research. We also maintain inventories of equity-related securities such as income trusts, income deposit securities and convertible bonds in order to facilitate your order flow.

If you are seeking to further diversify your portfolio, we provide comprehensive expertise on specific international markets plus access to senior management from U.S. and overseas companies, including marketing tours abroad.

Equity Derivatives

Support your needs for equity-related investment strategies, risk management and hedging solutions. Our leading Derivatives Group1 -provides a range of derivative products that involve the use of options, swaps and forwards. The team also creates tailor-made equity-linked structures designed to achieve a variety of financial objectives relative to your current or prospective equity positions.

Our products include:

  • Equity-linked notes: principal protected and principal-at-risk
  • Single stock and index derivatives: overwrites, call/put spreads, collars and straddles
  • Structured solutions: total return swaps and equity monetizations
  • Corporate compensation hedging: total return swaps and equity monetizations

Corporate Access Program

Expertise, exposure and excellence define our Corporate Access Program. We’ve made it easy for you to gather in-depth and timely intelligence through our investor and corporate conferences and IPO road shows held throughout the year. Hear the views of top-quality speakers, get first-hand feedback on topics of concern to investors and benefit from the opportunity to mingle with peers.

  • Investor conferences and tours include our Annual Whistler Institutional Investor Conference, Eastern Institutional Investor Conference, North American Real Estate Equities Conference, Renewable Energy and Clean Technology Conference, The Retail and Consumer Conference, Nitrogen, Phosphate and Potash (NPK) Tour, Emerging Technology Conference, CIO Roundtables and more
  • Corporate road shows typically involve over 3,800 meetings each year; in addition, we are diligent in providing corporate clients exposure to our retail network

Complement this with direct access to our analysts through a combination of phone calls, conference calls, one-on-one meetings and voice blast updates.