Weekly Strategy Perspectives: Bear Hunting

The Through Line: Global stocks have been repeatedly hitting new highs, leaving investors looking over their shoulders for the bubble-bursting bogey man to appear......

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Beyond the Portfolio Podcast: The Family Office Evolution: Structure, Growth, and Strategic Considerations

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, welcomes back Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to explore the rapidly expanding Family Office landscape....

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Weekly Strategy Perspectives: Guest Feature - AI Beyond the CapEx Cycle

The Through Line: After decades in development, machine learning and its latest iteration – AI – burst into the public lexicon with the introduction of ChatGPT in November 2022......

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Weekly Strategy Perspectives: The Labor Market That Wasn’t

The Through Line: Capital markets absorbed Tuesday’s sizeable downward revision to jobs numbers with a lot more grace than they did a month ago when the run rate of a similar series was also sharply reduced. This week, we dive into the nuances of why...

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Beyond the Portfolio Podcast: Private Markets Deep Dive

Host Mike Miranda, Head of Investments for BMO Private Wealth North America, explores the expanding role of private markets in high-net-worth and ultra-high-net- worth portfolios....

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Weekly Strategy Perspectives: Spooky Season

Love it or hate it, pumpkin spice season is back. Along with it comes seasonal tales of statistically weak (September) and psychologically intimidating (October) potential market movement. While volatility is likely to reappear, sturdy fundamentals s...

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