Publications

The first half of 2024 has delivered solid equity market results. Bond yields have been volatile; the Canadian bond market posted a small year-to-date loss. A typical well-diversified Canadian balanced investor is sitting with a total return in the m...

No one ever thinks they’d find themselves rooting for an economic slowdown, but that’s what some investors found themselves doing earlier in the year as they longed for some relief from runaway inflation....

The World Finance Banking Awards recognize BMO’s commitment to our clients, customers and the communities we serve.  This award is a testament to BMO’s dedication to our digitally enabled One Client experience and comprehensive understanding of our c...

The Canadian stock market has displayed two attractive characteristics this year, a positive, albeit modest, return for the overall index combined with low market volatility....

As outlined in our 2024 Federal Budget Review publication, Budget 2024 proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate (i.e., the amount of a ca...

With investors still focused on inflation trends—which have admittedly been running a little hotter than expected in the U.S.—some may have missed the global uptrend occurring in stocks...

After April’s disappointing performance in capital markets, the bulls bounced back in May with solid gains for stocks and bonds. A balanced investor with 60% diversified global equity and 40% Canadian bonds enjoyed a monthly gain of 2.5% – enough to...

Managing wealth is never easy. Market fluctuations bring unpredictable dips and rises. Global events wreak havoc on strategic plans. Shareholders want to move assets in different directions....

The surprise over the Federal government’s decision to increase the capital gains inclusion rate in the 2024 budget has mostly subsided, but now investors, entrepreneurs and their advisors must determine how that change might impact their portfolios....

Does being good at math mean you can direct your finances? Rebecca Clark, Director of Wealth Planning for BMO Private Wealth, isn’t so sure having a way with numbers is enough on its own....