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Weekly Strategy Perspectives: Debunking the Myths of Spooky Season

Sep 18, 2026 - BMO Private Wealth

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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Investment Opportunities in Canada Across Energy, Metals and Mining and Data Centers

Sep 15, 2026 - BMO Private Wealth

Canada is poised to benefit from being at the intersection of several powerful investment themes, including energy growth, rising demand for metals and critical minerals and the buildout of AI infrastructure....

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Weekly Strategy Perspectives: Considering the Consumer

Sep 11, 2026 - BMO Private Wealth

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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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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Weekly Strategy Perspectives: Tuning into the 10-Year

The Through Line: Equity markets are often the first place investors look for hints as to how a breaking news item will be perceived. Yet bond markets can serve as a more insightful gauge to measure an event’s potential......

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Investment Strategy - February 2025

Lost in all the tariff talk is a potential seismic shift in AI power dynamics. China’s DeepSeek produced an OpenAI competitor, DeepSeek-R1, at a fraction of the price......

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