Publications

Global Equity Weekly

The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly. The latest economic data, interest rate moves and earnings trends all drive the performance of your portfolio. In addition to analysis from the Economics team, this report offers a set of charts and tables to track market performance.
Global Equity Weekly

Research

Tax Planning Strategies

The CRA’s Foreign Reporting Requirements

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.
The CRA’s Foreign Reporting Requirements

Weekly Strategy Perspectives: Economic Regime Change Part I: What’s Old is New Again

In recent years, the global order has rearranged itself on a number of fronts. Some shifts have been subtle and cumulative....

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Are you emotionally ready for retirement?

Retirement is one of the biggest life transitions any of us will go through, yet we tend to treat it primarily in financial terms. How much money is it going to take to realistically afford to step away from the job?...

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Weekly Strategy Perspectives: One for the Record Books: Q2 Review and Q3 Preview

Equity and fixed income markets navigated a minefield of potentially damaging disruptions during the second quarter before ending on solid footing....

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BMO Nesbitt Burns Global Markets Commentary: 2026 at the Half: Resilience Under Pressure

Markets were repeatedly tested by geopolitical tensions, policy uncertainty and an inflation scare....

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Global Trade Outlook: The USMCA and Beyond

Trade uncertainty in North America is here to stay for a while....

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Why protecting your wealth means protecting your inner circle

Technology, and the evolution of AI, has made it easier for bad actors to identify and exploit their friends, family, coaches, agents, and others around them....

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Weekly Strategy Perspectives: Musings on the State of the AI Trade

Attention has quickly reverted to “all things AI” now that oil is once again flowing through the Strait of Hormuz and a path toward stabilization of the Mideast conflict is in sight....

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2026 outlook: Reasons for optimism despite the noise

Despite the uncertainty, our experts see reasons for cautious optimism....

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Reinventing Jobs in the Age of Technological Transformation

There’s no doubt that a workplace transformation is underway as the discourse around generative AI’s impact on white-collar jobs and employment continues to heat up....

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