Weekly Strategy Perspectives: It AIn’t Over Yet

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: Myth-Busting

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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Global Trade Outlook: The Canada-U.S. Tariffs Challenge

Canada and the U.S. are struggling to define the next stage in one of the largest bilateral trade relationships in the world....

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Weekly Strategy Perspectives: Not-So-Boring Bonds

This week, we tackle the primary factors driving sovereign yields higher – and the implications of those developments for the economy and investors....

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Weekly Strategy Perspectives: Q2 in Review – Notable Nuance

The Q2 earnings report season is nearly complete and it’s been nothing short of a barnburner....

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Weekly Strategy Perspectives: Economic Regime Change Part III – Deglobalization

Global trade has become an increasingly hot button issue in recent years after significant supply chain vulnerabilities were exposed by a combination of unusual economic events and shifting geopolitical priorities....

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Weekly Strategy Perspectives: Anx-AI-ety Alley

The equal-weighted S&P 500 index and the S&P/TSX both hit new highs this week....

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Weekly Strategy Perspectives: Great Expectations: What to Watch for This Earnings Season

Investors are entering the Q2 reporting season buoyed by lofty expectations rooted in unexpectedly robust Q1 results....

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Weekly Strategy Perspectives: Regime Change Part II: The Evolution of Capital Markets

This week, we delve into the many ways the stock and bond markets have evolved to provide enhanced breadth, depth and adaptability for an ever-widening circle of participants....

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Brian Belski, BMO Capital Markets’ Chief Investment Strategist, spoke to CNBC about why investors should focus on fundamentals and avoid acting out of fear despite market uncertainty. “We don’t know exactly what’s going to happ...

Brian Belski, BMO Capital Markets’ Chief Investment Strategist, spoke to CNBC about why investors should focus on fundamentals and avoid acting out of fear despite market uncertainty. “We don’t know exactly what’s going to happen with respect to the tariffs. You have too much guessing, too much uncertainty, too many models, too many people trying to make the big call on the market.” Full discussion here: http://spr.ly/6049Fwd0D

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