Publications

Global Equity Weekly

The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly. The latest economic data, interest rate moves and earnings trends all drive the performance of your portfolio. In addition to analysis from the Economics team, this report offers a set of charts and tables to track market performance.
Global Equity Weekly

Research

Tax Planning Strategies

The CRA’s Foreign Reporting Requirements

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.
The CRA’s Foreign Reporting Requirements

Weekly Strategy Perspectives: Q3 Earnings Watch: Scaling the Wall of Worry

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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What to know about donor-advised funds as we head into the giving season

If you’re planning to make a large charitable donation before the end of the year, setting up a donor-advised fund could be a great way to give....

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A 10-step checklist for first-time homeowners

Buying your first home is a big step. While it’s an exciting journey, it can also be overwhelming. From choosing the right location to determining your budget, there’s a lot to consider....

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Weekly Strategy Perspectives: Nuggets vs. Noise: Q3 Review and Q4 Outlook

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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BMO Nesbitt Burns Global Markets Commentary: Script Flip

In the third quarter of 2026, several prevailing narratives – both positive and negative – moved farther and faster than expected....

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Your legacy in motion: The benefits and risks of early wealth transfer

Our experts share some of the key considerations for families thinking of passing on wealth sooner rather than later....

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Canada Investment Summit: What It Means for Businesses and Investors

The Canada Investment Summit brought renewed attention to investment opportunities in the country and new, as well as pre-existing, strategies for influencing economic growth and competitiveness....

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Weekly Strategy Perspectives: The Great Normalization

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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Weekly Strategy Perspectives: Debunking the Myths of Spooky Season

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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