BMO Global Asset Management - 2026 Market Outlook

The past year rewarded investors for staying invested despite lots of uncertainty. Double-digit returns across most regions allow many to enter 2026 in a stronger position—but also facing another complex market backdrop. In our view, this is a year that calls for balance: maintaining conviction in Equities while broadening exposures across regions and sectors; complementing growth with yield opportunities; and pairing upside participation with appropriate risk management. In our 2026 market outlook, we break down five key investment themes that we believe will drive returns in the year ahead.
BMO Global Asset Management - 2026 Market Outlook

Global Markets Commentary

Our experts provide an overview of recent global events and their impact on the markets.
Global Markets Commentary

Weekly Strategy Perspectives

Weekly Strategy Perspectives provides key themes and views with respect to investment strategy based on events and their impact on equity and fixed income markets over the past week.
Weekly Strategy Perspectives