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Market Insight

Equity and Fixed Income Strategy January 2024

Equity and Fixed Income Strategy

War and Higher Rates: A Volatile Mix

Our experts provide an overview of recent global events and their impact on the markets.

When a child starts to receive or earn their own money through an allowance, family gifts or a part-time job, their natural instinct is to spend it all. However, it’s never too early to start teaching children the importance of savings, and to respect the fact that money can also serve other goals, like sharing it to help others.

As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.

This report provides an overview on the taxation of eligible dividends, in light of recent changes.

Focus is the flagship publication of the BMO Economics team. This weekly publication covers major economic developments, provides updated forecasts, looks ahead to the key events of the upcoming week, and provides detailed insights into key economic issues.

Rates Scenario, covering currencies and markets outside of the U.S. and Canada.

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.

The Consequences of Dying Without a Will

The death of your spouse or common-law partner is a very difficult and emotional time. You may be overwhelmed with grief over losing your partner, as well as trying to understand what your rights and obligations are as the surviving spouse. On top of all of that, your spouse likely named you as the executor of their estate and you may not be familiar with the responsibilities and tasks involved in administering an estate.

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.

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.