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

BMO Nesbitt Burns Global Markets Commentary: January 2026 or 2025 Redux

We generally equate January with a fresh start, but instead the major themes from 2025 carried forward....

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Weekly Strategy Perspectives: Bonds Really DO Have More Fun

For many of us, stock markets are where the fun is (because they’re growth obsessed and chock full of interesting stories). Bonds, on the other hand, can be tough to wrap our heads and hearts around....

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Weekly Strategy Perspectives: Risky Business

The Through Line: After an extended period of relative calm, volatility has reasserted itself into capital markets. Fluctuating asset prices are nerve wracking – especially when they happen suddenly or with great velocity. Yet price volatility by its...

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Retirement ready – from countdown to drawdown

You’ve likely spent decades saving and planning for retirement, but do you have a plan for how to tap into your hard-earned savings? Potentially not. Too many Canadians overlook this critical step in retirement planning: withdrawing savings......

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Weekly Strategy Perspectives: Putting a Sweater on the Octopus – employment paradoxes and paradigms

The Through Line: The wellbeing of the labor market preoccupied commentators, policy makers, Fed watchers and job hunters for much of 2025......

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Early wealth transfer is on the rise

Every generation experiences money-related challenges, but with soaring housing prices, mounting student debt and an unforgiving job market, many young Canadians are feeling the strain. The impacts of these financial headwinds could be spilling into...

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Weekly Strategy Perspectives: Level-setting the ABCs of 2026

The Through Line: In 2025, we saw a swarm of trends, concerns and surprises – many of which will follow us into the new year. Some of the themes rhymed with prior periods, while others permanently bent the arc of specific trajectories. Investors may...

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BMO Nesbitt Burns Global Markets Commentary 2025 Year in Review: Resilience and Feedback

Resilience and feedback and are two words that best sum up 2025. The year may also go down as the “t” year: tariffs, tensions, trade, TACO and Trump all featured prominently......

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Weekly Strategy Perspectives: Surprise, Surprise

The Through Line: For writers and poets, surprise is a gift. But investors hate plot twists – and 2025 had more than its fair share. We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the...

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