Recent Posts

Weekly Strategy Perspectives: Seeking Sanity in a World Gone Delulu

Aug 29, 2025 - BMO Private Wealth

The Through Line: In what would normally be a quiet march toward a late summer holiday weekend, the (headline) hits just keep coming. Questions abound re Fed independence and data reliability; deployment of troops to U.S. cities and the South......

Read more

Weekly Strategy Perspectives: Guest Feature: U.S. Data Quality - in the Line of Fire

Aug 22, 2025 - BMO Private Wealth

The Through Line: For decades, the depth, breadth and quality of U.S. economic statistics have been applauded around the world. Data integrity is paramount because these numbers form the basis for a wide variety of undertakings – from compensation de...

Read more

Weekly Strategy Perspectives: Animal Spirits on the Prowl

Aug 15, 2025 - BMO Private Wealth

The Through Line: After a long dry spell, a hopeful set of not-so-random events seems to be hinting at renewal in the initial public offering (IPO) and merger and acquisition (M&A) spaces. Head fake – or lasting trend? We parse the signs....

Read more

Tax Planning Strategies

Managing Your Wealth

Education and Knowledge

Research

2025 Canada economic outlook: On the mend

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....

Read more

2025 Canadian Market Outlook

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....

Read more

President-Elect Donald Trump’s Tariff Threat is Too Big to Dismiss

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....

Read more

Trump 2.0

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....

Read more

Red Sweep: Trump the Sequel

It was a sweep. While Kamala Harris had been gaining in some polls in the last week, the U.S. chose to give Donald Trump a second term....

Read more

Market and Economic Outlook: Final Months of 2024

Investors have had a lot to digest in 2024. Inflation has come down, interest rates have eased and markets have responded positively, yet climate disasters, geopolitical tensions and a U.S. election continue to be on everyone’s minds – and the year i...

Read more

Investment Strategy - October 2024

We salute the Federal Reserve (“Fed”) for being bold and cutting interest rates by 0.5%. To us, this is a clear signal that the most important bank in the world is serious about engineering a so-called “soft landing” where the economy avoids a recess...

Read more

Global Markets Commentary: Goldilocks Rally

The third quarter was full of surprises – an integral part of investing. Prices don’t move on what happens; they move on what happens versus expectations. Various outfits keep score of how many data points hit, miss, or beat economists’ consensus exp...

Read more

Politics and Your Portfolio

While it is tempting to want to tilt investment choices in anticipation of a particular election outcome, mixing politics and your portfolio has a poor record of success....

Read more

Investment Strategy - September 2024

We don’t often think of Switzerland and Canada leading the developed world, but that is exactly what these two countries have recently done, at least in terms of central bank rate cuts....

Read more