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: 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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Investment Opportunities in Canada Across Energy, Metals and Mining and Data Centers

Canada is poised to benefit from being at the intersection of several powerful investment themes, including energy growth, rising demand for metals and critical minerals and the buildout of AI infrastructure....

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Weekly Strategy Perspectives: Considering the Consumer

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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Beyond the Headlines: Understanding What Tariffs Mean for Your Business

On August 22, trade negotiations between Canada and the U.S. broke down, culminating with the U.S. imposing 50% tariffs on certain Canadian goods....

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Weekly Strategy Perspectives: It AIn’t Over Yet

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: Sensational and Sensationalism

Sensational has two main meanings: exceedingly good and sensationalized, or presenting information in a way intended to provoke hyped-up public interest, excitement or concern....

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Weekly Strategy Perspectives: Myth-Busting

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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Global Trade Outlook: The Canada-U.S. Tariffs Challenge

Canada and the U.S. are struggling to define the next stage in one of the largest bilateral trade relationships in the world....

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Weekly Strategy Perspectives: Not-So-Boring Bonds

This week, we tackle the primary factors driving sovereign yields higher – and the implications of those developments for the economy and investors....

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