Weekly Strategy Perspectives: Tariff-ied

The Through Line: Markets were pleasantly surprised that incoming President Donald Trump did not include overt tariff actions among the many executive orders signed on his first day in office......

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2025 Market Outlook: Cautious Optimism Amid Uncertainty

Hold onto your hats. Amid the ongoing political upheaval in Ottawa and Washington, and amped up by the looming threat of tariffs, don’t be surprised if economists write their forecasts in pencil this year. Still, one of BMO’s leading economists......

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Weekly Strategy Perspectives: Adjusting to the new (old) normal

The Through Line: For much of 2024, stock and bond prices rose as investors reacted to solid economic progress and the prospect of central banks launching rate-cutting campaigns....

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Weekly Strategy Perspectives: Buckle Up

The Through Line: With the inauguration of America’s 47th president less than two weeks away and a newly seated Republican congressional majority intent upon providing him quick action on campaign promises, markets have already reacted to an......

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Investment Strategy - January 2025

After a fantastic year, market still well supported…but keep a close eye on tariffs and the unemployment rate...

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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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Investment Strategy - November 2024

As the U.S.A will decide if a woman will become president for the first time in history or if Donald Trump will get a second term in office, the contrast between the two candidates could not be starker....

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Consider tax-loss selling in your year-end planning

Before the end of the year, it is a good idea to review your investment portfolio and consider engaging in a tax-loss selling strategy....

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4 Things High-net-worth Women Should Look For In An Advisor

Historically, women haven’t been thought of as controlling significant wealth, but that trope is quickly disappearing as trillions of dollars get passed down from one generation to the next....

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