Weekly Strategy Perspectives: The Fundamentals are Fine

“The only true wisdom is in knowing you know nothing.”
– Socrates

The Through Line: Although the year is still in its infancy, markets have already been confronted with several volatility-inducing macro surprises. Determining if or how the developments will bend the fundamental arc of industry or economic fortunes will take time. Meanwhile, there are things we know, things we are watching, and a framework we can use to evaluate opportunities while awaiting clarity.

To read the full report, click here.

BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. If you are already a client of BMO Nesbitt Burns Inc., please contact your Investment Advisor for more information. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

^® Registered trademark of Bank of Montreal, used under license.