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

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

Click Here



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.