Most people tend to be rational and value conscious. Case in point, Costco, a favourite retailer of ours, has built an empire by providing great quality products at excellent prices – consumers clearly like that business model....

The first half of 2024 has delivered solid equity market results. Bond yields have been volatile; the Canadian bond market posted a small year-to-date loss. A typical well-diversified Canadian balanced investor is sitting with a total return in the m...

No one ever thinks they’d find themselves rooting for an economic slowdown, but that’s what some investors found themselves doing earlier in the year as they longed for some relief from runaway inflation....

The World Finance Banking Awards recognize BMO’s commitment to our clients, customers and the communities we serve.  This award is a testament to BMO’s dedication to our digitally enabled One Client experience and comprehensive understanding of our c...

The Canadian stock market has displayed two attractive characteristics this year, a positive, albeit modest, return for the overall index combined with low market volatility....

With investors still focused on inflation trends—which have admittedly been running a little hotter than expected in the U.S.—some may have missed the global uptrend occurring in stocks...

After April’s disappointing performance in capital markets, the bulls bounced back in May with solid gains for stocks and bonds. A balanced investor with 60% diversified global equity and 40% Canadian bonds enjoyed a monthly gain of 2.5% – enough to...

The surprise over the Federal government’s decision to increase the capital gains inclusion rate in the 2024 budget has mostly subsided, but now investors, entrepreneurs and their advisors must determine how that change might impact their portfolios....

Defensive stocks serve an important purpose in portfolios, providing ballast in more volatile periods. We are referring to companies that are less exposed to economic fluctuations (particularly of the downward kind) and, therefore, have more visible...

April brought shaking to the equity markets and rattling to the bond market, with tandem declines for both asset classes. However, we saw continued rolling recoveries in housing, manufacturing and non-U.S. global economic growth, all of which support...