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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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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Investment Strategy - August 2024

New catchphrases keep popping up all the time to describe the small group of stocks that have led the market since last year. Magnificent Seven, Super Six, and Fab Five are just some examples....

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The first will be last and the last will be first

Escalator up, elevator down. This old trading cliche aptly describes recent stock market action in our view. After a relentless ascent led by the “Nifty AI Five” (Nvidia, Microsoft, Meta, Amazon, and Google) and a few other names, market volatility h...

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Investment Strategy - July 2024

Most people tend to be rational and value conscious. Case in point, Costco, a favourite retailer of ours, has built an empire by providing great quality products at excellent prices – consumers clearly like that business model....

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Global Markets Commentary - 2024 at the Half: A Good Time for Investors

The first half of 2024 has delivered solid equity market results. Bond yields have been volatile; the Canadian bond market posted a small year-to-date loss. A typical well-diversified Canadian balanced investor is sitting with a total return in the m...

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What does cooling inflation mean for the markets?

No one ever thinks they’d find themselves rooting for an economic slowdown, but that’s what some investors found themselves doing earlier in the year as they longed for some relief from runaway inflation....

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BMO Named Best Private Bank and Retail Bank in Canada and Best Commercial Bank in US and Canada

The World Finance Banking Awards recognize BMO’s commitment to our clients, customers and the communities we serve.  This award is a testament to BMO’s dedication to our digitally enabled One Client experience and comprehensive understanding of our c...

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Where the chief strategist for BMO’s private wealth arm sees markets heading next - and the ‘magic’ ingredient for portfolio success

The Canadian stock market has displayed two attractive characteristics this year, a positive, albeit modest, return for the overall index combined with low market volatility....

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Investment Strategy - June 2024

With investors still focused on inflation trends—which have admittedly been running a little hotter than expected in the U.S.—some may have missed the global uptrend occurring in stocks...

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