Knowledge Centre

For investors, 2024 was a stellar year despite fears that politics and geopolitics would wreak havoc on the markets. What better proof that politics don’t belong in your portfolio....

Our title is shamelessly self-referential since we essentially copied the one from the December 2024 Investment Strategy report and changed the year to 2025....

Canada’s economic environment remains as complex as it has been for the past couple of years. However, we're now dealing with a different inflation and interest rate environment....

In his 2025 Market Outlook, BMO Capital Markets’ Chief Investment Strategist Brian Belski expects Canadian equities to build on a surprisingly strong 2024—possibly outperforming U.S stocks....

U.S. president-elect Donald Trump has threatened to impose 25% tariffs on all imports from Canada and Mexico on his first day in office – unless both countries deal with border security issues....

In last December’s 2024 Market Outlook Plenty of Progress, Solid Foundations Laid, we discussed a continuing return to normal, an environment where investors are rewarded across the risk spectrum....

As the U.S.A will decide if a woman will become president for the first time in history or if Donald Trump will get a second term in office, the contrast between the two candidates could not be starker....

Major news agencies have called the victory for former President Trump and control of the Senate for Republicans. While votes are still coming in, it is quite possible that President Trump will win both the popular vote and all seven swing states....

Whew, its over! Equity market movements after the U.S. election saw U.S. markets responding strongly positive on the prospect of tax cuts (especially new corporate tax cuts) and increased fiscal spending....

The 2024 U.S. presidential election was a close race – until it wasn’t. Donald Trump leaned on a variety of themes that resonated with voters, particularly around the economy, and is now projected to secure a second term in the White House....