Recent Posts
Investment Strategy - April 2024
Apr 05, 2024 - BMO Private Wealth
Lest you think you missed some major local news, the rate cuts to which we refer are not from the Bank of Canada (“BoC”) or the U.S. Federal Reserve (“Fed”). At least not quite yet....
Read moreGlobal Markets Commentary: Let the Sunshine In
Apr 03, 2024 - BMO Private Wealth
Equity markets saw substantial gains in the first quarter of 2024 – many were up more than 5% on the year. The list of markets posting fresh all-time highs is long. Fixed income endured a mildly negative Q1, giving back some of Q4 2023’s outsized gai...
Read moreNew Tax Reporting Requirements for Trusts
Mar 13, 2024 - BMO Private Wealth
Trusts are powerful instruments in tax and estate planning. Broadly speaking, a trust is a relationship between a settlor and a trustee1 in which the trustee holds property transferred by the settlor for the benefit of beneficiaries, specified by the...
Read moreInvestment Strategy - March 2024
Mar 07, 2024 - BMO Private Wealth
Global stock markets continued to defy various bearish accounts in 2023, and so far in 2024. With the notable exception of China, which is mired in a painful growth slowdown, major stock markets around the world, notably Europe (EURO STOXX 50), North...
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