Equity and Fixed Income Strategy - September 2023

Sep 12, 2023

Lower inflation trends have supported equities all year – through higher valuation multiples – even in the face of a generalized economic slowdown. However, as we have already come down from 8% to a much more palatable 3% range, the future tailwinds...

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Global Markets Commentary: Real Reality Check

Sep 08, 2023

August brought a reality check to global capital markets as rip-roaring stock market gains took a breather. All major global equity markets fell in August, with losses in the 1.5% to 4% range. Chinese equities were harder hit, declining 8.5%....

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Peter FinneganA brief summary of the Canada Pension Plan and Old Age Security Estimates
By Peter Finnegan, Portfolio Manager

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Doug PorterCommentary from Our Chief Economist
Douglas Porter
Chief Economist, BMO Capital Markets

 
Douglas Porter has over 30 years of experience analyzing global economies and financial markets. As Chief Economist at BMO Financial Group, he oversees the macroeconomic and financial market forecasts and co-authors the firm’s weekly flagship publication, Focus. As a respected commentator on economic and financial trends, he is regularly quoted in the national press and often interviewed on radio and television. 

For Doug’s latest views on the economy, read his commentary Talking Points.

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