Publications

Investment Strategy Summary

Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
Investment Strategy Summary

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: Profile of a Bubble (How Worried Should We Be?)

Equities pushed farther into uncharted terrain this week, exacerbating fears of an impending bubble....

Read more

BMO Nesbitt Burns Global Markets Commentary: Goldilocks Held Hostage

In the early days of the conflict, the priority was to understand and quantify the effect of higher energy prices and other key commodity supply disruptions on the global economy, inflation, plus monetary and fiscal policy....

Read more

Weekly Strategy Perspectives: Great (Inflation) Expectations – Part II

Investors looking for resolution of the creative tension between cheerful equity markets and fretting fixed income markets were stymied yet again this week....

Read more

Weekly Strategy Perspectives: Great (Inflation) Expectations – Part I

Last week’s toasty reads on U.S. consumer and business inflation nudged both bond yields and investor anxiety higher....

Read more

Planning for the family vacation property

Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold tremendous sentimental and monetary value....

Read more

Named an executor? Here’s what to consider before you say “yes”

When someone you love names you as the executor of their estate, it can feel like an act of trust....

Read more

Weekly Strategy Perspectives: Q1 Earnings Update – It’s Fine, Everything’s Fine (Really)

Markets bounded higher this week, dragging investor anxiety along thanks to the many unresolved global issues....

Read more

The one big risk women are taking with their finances

Only 36 percent of women business owners have a detailed transition plan in place, compared to 43 percent of men....

Read more

Weekly Strategy Perspectives: A Brave New World

For weeks, markets have tried valiantly to lean into the growth thesis provided by the transformative technological rewiring the globe is undergoing....

Read more

Middle East Conflict: Reading Market Signals About Risks

Despite severe oil market disruptions, the Middle East conflict has coincided with surprising market resilience....

Read more