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: Musings on the State of the AI Trade

Attention has quickly reverted to “all things AI” now that oil is once again flowing through the Strait of Hormuz and a path toward stabilization of the Mideast conflict is in sight....

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Reinventing Jobs in the Age of Technological Transformation

There’s no doubt that a workplace transformation is underway as the discourse around generative AI’s impact on white-collar jobs and employment continues to heat up....

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USMCA Review to Focus on Enforcement, Supply Chains and Security

When USMCA was first signed, it was hailed by some as the most consequential trade agreement on the planet. Nearly a decade later, that agreement faces its first major test as it enters its first major review....

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Weekly Strategy Perspectives: Just the FAQs Part II – The Enigmatic Consumer

Many of the questions we’ve received from clients and colleagues during our recent travels relate to consumers....

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Weekly Strategy Perspectives: Just the FAQs Part I – Market Mayhem

Instead of the upbeat mood we typically expect after two months of persistently rising markets and sturdy economic fundamentals, we found widespread anxiety about a variety of issues....

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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....

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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....

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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....

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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....

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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....

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