Canadian Banking and Mortgage Portfolio Overview slide image

Canadian Banking and Mortgage Portfolio Overview

Resilience of the Pacific Alliance Average Annual +2.9% +3.0% +3.1% +2.7% GDP Growth +1.8% +2.3% +1.6% Notable Events H H (by country) Election Low Oil Prices Election & Odebrecht Election & Trade Dispute No events Social Unrest Approximate GDP -2.2%1 -2.6%² -1.5%3 -1.5%4 Impact on country -1.8%5 +13% CAGR International $2.8 $3.2 Banking Earnings (C$B) $1.7 $1.9 $2.1 $2.4 2014 2015 2016 2017 2018 2019F 2020F NOTE: Pacific Alliance GDP growth calculated based on mean average of the four PAC countries 12013 GDP growth rate vs. 2014-2017 average; 2 2014 vs. 2015-2017 average; 3 2016 vs. 2017; 4 2016 vs. 2017-2019 average; 5 Estimated impact in 2020F due to social unrest; Source: Past GDP data from IMF; forecast from Scotiabank Economics 36
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