Blog

Focus

Focus is the flagship publication of the BMO Economics team. This weekly publication covers major economic developments, provides updated forecasts, looks ahead to the key events of the upcoming week, and provides detailed insights into key economic...

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Global Equity Weekly

The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly....

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Why consolidating your accounts makes sense

While most of us are familiar with the “don’t put all your eggs in one basket” golden rule of successful investing, it may mean different things to different people....

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Global Markets Commentary: Goldilocks Rally

The third quarter was full of surprises – an integral part of investing. Prices don’t move on what happens; they move on what happens versus expectations. Various outfits keep score of how many data points hit, miss, or beat economists’ consensus exp...

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Politics and Your Portfolio

While it is tempting to want to tilt investment choices in anticipation of a particular election outcome, mixing politics and your portfolio has a poor record of success....

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Investment Strategy

We don’t often think of Switzerland and Canada leading the developed world, but that is exactly what these two countries have recently done, at least in terms of central bank rate cuts....

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Investment Strategy - September 2024

We don’t often think of Switzerland and Canada leading the developed world, but that is exactly what these two countries have recently done, at least in terms of central bank rate cuts....

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Global Markets Commentary: Summer Somersault

If you took an extended summer break and have come back to look at the two-month results for July and August, you will be pleased to see that most equity markets delivered mid-single-digit gains and the FTSE Canada Universe Bond Index rose......

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Capital Gains Inclusion Rate Increase – Insurance Planning

As outlined in our publication, Capital Gains Tax Update: What You Need to Know Now, effective June 25, 2024, the capital gains inclusion rate has increased from one-half to two-thirds for corporations and trusts, and from one-half to two-thirds on t...

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Global Markets Commentary: All hail the diversified investor

July saw a welcome return to normal, meaning cash, bonds and a wide variety of stocks contributed to performance. The month was a victory for the well-diversified investor – our strategy and portfolios performed handsomely....

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