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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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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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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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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