Weekly Strategy Perspectives: Global Policy Pivots – Transitory or Enduring?

The Through Line: While meant for moving objects, Newton’s first law applies to trends as well – and President Donald Trump clearly qualifies as the outside force prompting pivots in a wide swath of global trade, security and political alliances......

Read more

Investment Strategy - March 2025

As we publish this report, some U.S. tariffs on Canada and Mexico have been postponed (again) until April 2. The nascent U.S.-instigated trade war is clearly negative for the entire North American economy as it increases inflation and lowers......

Read more

3 reasons why HNW women may not be ready for retirement

For some, the ideal retirement involves annual scuba diving trips to Belize and golfing at the best courses around the world. For others, it’s staying close to home to spend more time with family or taking joy in sharing their wealth......

Read more

Weekly Strategy Perspectives: Breathe

The Through Line: Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to breaking news......

Read more

Global Markets Commentary: Tariff Tantrum

On March 3, U.S. President Donald Trump followed through with the implementation of a slate of tariffs on Canadian and Mexican goods, marking the start of a North American trade war. Canada fired back with retaliatory tariffs......

Read more

Weekly Strategy Perspectives: Tuning into the 10-Year

The Through Line: Equity markets are often the first place investors look for hints as to how a breaking news item will be perceived. Yet bond markets can serve as a more insightful gauge to measure an event’s potential......

Read more

Investment Strategy - February 2025

Lost in all the tariff talk is a potential seismic shift in AI power dynamics. China’s DeepSeek produced an OpenAI competitor, DeepSeek-R1, at a fraction of the price......

Read more

Outlook for 2025: Analysts are cautiously optimistic

While he wasn’t invited, Donald Trump still made his presence felt at the Outlook for 2025 conference held in Old Montreal before an audience of one hundred BMO customers......

Read more

Weekly Strategy Perspectives: The Fundamentals are Fine

The Through Line: Although the year is still in its infancy, markets have already been confronted with several volatility-inducing macro surprises. Determining if or how the developments will bend the fundamental arc of industry or economic......

Read more

Tariff Pause: What’s Next? Economics and Markets Impact

Lingering risk of trade tariffs being introduced by the U.S. and Canadian governments has injected uncertainty into the economic and investment outlook, though there may be long-term opportunities despite financial market......

Read more