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: It AIn’t Over Yet

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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BMO Nesbitt Burns Global Markets Commentary: Sensational and Sensationalism

Sensational has two main meanings: exceedingly good and sensationalized, or presenting information in a way intended to provoke hyped-up public interest, excitement or concern....

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Weekly Strategy Perspectives: Myth-Busting

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets....

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Global Trade Outlook: The Canada-U.S. Tariffs Challenge

Canada and the U.S. are struggling to define the next stage in one of the largest bilateral trade relationships in the world....

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Weekly Strategy Perspectives: Not-So-Boring Bonds

This week, we tackle the primary factors driving sovereign yields higher – and the implications of those developments for the economy and investors....

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Weekly Strategy Perspectives: Q2 in Review – Notable Nuance

The Q2 earnings report season is nearly complete and it’s been nothing short of a barnburner....

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Weekly Strategy Perspectives: Economic Regime Change Part III – Deglobalization

Global trade has become an increasingly hot button issue in recent years after significant supply chain vulnerabilities were exposed by a combination of unusual economic events and shifting geopolitical priorities....

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BMO Nesbitt Burns Global Markets Commentary: New and Renewed Feuds

July saw capital markets react to conflict, discord and feuds: all the way from war in the Middle East to the return of U.S. tariff threats and a family feud at the U.S. Federal Reserve....

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Weekly Strategy Perspectives: Anx-AI-ety Alley

The equal-weighted S&P 500 index and the S&P/TSX both hit new highs this week....

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