Global Markets Commentary 2024 in Review: The Year of the Electorate

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....

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Investment Strategy - December 2024

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....

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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....

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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....

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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....

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BMO Ranks First in J.D. Power 2024 Canada Wealth Management Digital Experience Study

 BMO today announced it has received the highest score for wealth management digital experience among full-service investors in the J.D. Power 2024 Canada Wealth Management Digital Experience Study....

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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....

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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....

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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...

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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...

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