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Weekly Strategy Perspectives: What Could Go Right?

Mar 21, 2025 - BMO Private Wealth

The Through Line: The door to the globe’s worry closet has been flung wide open this year, with a broad array of challenges spilling out. Just a few of the many monsters loosed from the closet to keep us up at night: tit‑for‑tat trade wars......

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Weekly Strategy Perspectives: Global Policy Pivots – Transitory or Enduring?

Mar 14, 2025 - BMO Private Wealth

The Through Line: While meant for moving objects, Newton’s first law applies to trends as well – and President Donald Trump clearly qualifies as the outside force prompting pivots in a wide swath of global trade, security and political alliances......

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Investment Strategy - March 2025

Mar 11, 2025 - BMO Private Wealth

As we publish this report, some U.S. tariffs on Canada and Mexico have been postponed (again) until April 2. The nascent U.S.-instigated trade war is clearly negative for the entire North American economy as it increases inflation and lowers......

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Weekly Strategy Perspectives: What Could Go Right?

The Through Line: The door to the globe’s worry closet has been flung wide open this year, with a broad array of challenges spilling out. Just a few of the many monsters loosed from the closet to keep us up at night: tit‑for‑tat trade wars......

Read more

Weekly Strategy Perspectives: Global Policy Pivots – Transitory or Enduring?

The Through Line: While meant for moving objects, Newton’s first law applies to trends as well – and President Donald Trump clearly qualifies as the outside force prompting pivots in a wide swath of global trade, security and political alliances......

Read more

Investment Strategy - March 2025

As we publish this report, some U.S. tariffs on Canada and Mexico have been postponed (again) until April 2. The nascent U.S.-instigated trade war is clearly negative for the entire North American economy as it increases inflation and lowers......

Read more

Stock market selloff – tariffs and then some

Equity markets in both the U.S. and Canada are being rattled by a combination of tariffs and, at least in the case of the U.S., convergent factors including DOGE cuts and softening economic data......

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Weekly Strategy Perspectives: Breathe

The Through Line: Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to breaking news......

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Global Markets Commentary: Tariff Tantrum

On March 3, U.S. President Donald Trump followed through with the implementation of a slate of tariffs on Canadian and Mexican goods, marking the start of a North American trade war. Canada fired back with retaliatory tariffs......

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Caution required by businesses and investors after U.S. tariffs muddy the U.S. and Canada outlook

After the U.S. imposed tariffs on goods from Canada, the best course of action for business leaders and investors may be to avoid panic decisions and adopt a wait-and-see approach......

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Trade War – ACT II

Following days of uncertainty and mixed messages, both from other Cabinet members and from the President himself, President Trump confirmed that 25% tariffs on imports from......

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Weekly Strategy Perspectives: When the only way out is through

The Through Line: The old adage that suggests “when one door closes, another opens” is really only half the story. Significant transformation is rarely as easy as moving seamlessly from one chapter to the next - more often, we must traverse......

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Weekly Strategy Perspectives: Nauseously Optimistic

The Through Line: Companies have navigated a mind-numbing blitz of challenges over the last decade, learning to dodge and weave adeptly......

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