Wealth

BMO Wealth Insights

We’re here to help you navigate the financial challenges and opportunities brought on by the Covid-19 pandemic. Our global team of experts is developing insights and practical guidance on a daily basis, drawing from two centuries of experience helping clients through challenging global events.

Latest

Pandemic Insights

Aug. 18, 2020

BMO Wealth Management U.S.

Back to school and COVID

In this special webcast, Dr. John Whyte, Chief Medical Officer, WebMD provides his unique perspective on school reopening considerations

July 23, 2020

BMO Wealth Management U.S.

Operation warp speed: Three contenders lead the pack

The global race for a vaccine remains in full swing

May 27, 2020

BMO Capital Markets

Tracking a vaccine

Senior BMO experts and Dr. John Whyte, Chief Medical Officer of WebMD, discuss recent medical developments amid the COVID-19 pandemic

May 20, 2020

BMO Capital Markets

Testing the depths of the COVID-19 recession

BMO experts discuss the latest developments in the outbreak

May 12, 2020

BMO Capital Markets

Mission critical – testing testing

Senior BMO experts and Dr. John Whyte, Chief Medical Officer of WebMD, discuss the latest developments in the outbreak

May 7, 2020

BMO Capital Markets

Playing the long game to recovery

Experts discuss balancing a lifting of restrictions while restarting economies

May 5, 2020

BMO Capital Markets

If you open it, will they come?

Experts share their thoughts on the gradual, risk-based re-openings and what they expect for the economy

April 21, 2020

BMO for Women

Bold(h)er: Best practices for resilience and well-being

BMO’s Chief Inclusion Officer Paulette Jagers shares tips for building and maintaining personal resilience

April 13, 2020

BMO for Women

Bold(her): Leading with humanity

Insights on the importance of leading with transparency and understanding

March 25, 2020

BMO Wealth Management U.S.

Congress comes through in a big way

After many days of intense negotiations, The Trump Administration and the Senate reached agreement on an extremely large coronavirus stimulus package

March 23, 2020

BMO Wealth Management U.S.

The Fed doubles-down as we wait on Congress

The Federal Reserve announced wide-ranging policies to further inject liquidity into markets and extend credit to ailing sectors.

Macro Updates

Jan. 19, 2021

BMO Private Wealth (Canada)

Perspectives du marché en 2021, selon Stéphane Rochon

This podcast is available in French only

Jan. 18, 2021

BMO Global Asset Management

Weekly review: Vaccines and budgets to drive markets

Our experts discuss how vaccine roll-out and budget decisions will impact the economy and what this means for corporate profits and equities

Jan. 14, 2021

BMO Private Wealth (Canada)

Brian Belski’s 2021 Market Outlook

Brian Belski, Chief Investment Strategist, BMO Capital Markets shares his thoughts on the market outlook for this year

Jan. 13, 2021

BMO Global Asset Management

Will the vaccines keep the bull market going?

Our expert provides an overview of the US and UK market outlook, considering impacts of vaccines and Trump impeachment

Jan. 11, 2021

BMO Private Wealth (Canada)

Global markets commentary: A page-turner year

Our experts provide an overview of recent global events and their impact on the markets

Jan. 4, 2021

BMO Global Asset Management

Vaccines offer hope as virus cases soar

With vaccinations and other factors at play, there is optimism for global economic and market recovery in 2021

Dec. 21, 2020

BMO Global Asset Management

Mutant virus forces Boris Johnson to cancel Christmas

The markets have weakened with news of a new Covid-19 strain in the UK, but we explain why this bad news might just be a buying opportunity

Dec. 21, 2020

BMO Private Wealth (Canada)

2021 Market outlook

The continuation of the roaring twenties recovery, rotation and reflation

Dec. 14, 2020

BMO Global Asset Management

Vaccine roll out a boost for markets

Our experts discuss Brexit, the vaccine and if there is any more room for upside in equities

Dec. 10, 2020

BMO Global Asset Management

Vaccines to the rescue

The markets must navigate some tricky waters before the vaccine-induced recovery takes hold

Dec. 10, 2020

BMO Private Wealth (Canada)

Global Markets: The view from 30,000 feet

Our experts provide an overview of recent global events and their impact on the markets

Dec. 1, 2020

BMO Global Asset Management

Will we get a Santa Claus rally?

Three Mondays of good news on the vaccine, yet it seems investors are short of their targets for risk assets and need to buy as year end approaches

Nov. 16, 2020

BMO Global Asset Management

Investors look set to put cash to work

With the US presidential election seemingly done and dusted, and after positive vaccine news, we cast our eyes forward to what will drive markets next

Nov. 13, 2020

BMO Private Wealth (Canada)

Brian Belski’s Market Outlook under a Biden Presidency

Brian Belski, Chief Investment Strategist, BMO Capital Markets shares his thoughts on the market outlook under Biden’s Presidency

Nov. 12, 2020

BMO Private Wealth (Canada)

Global Markets: Election and COVID — a One-Two Punch

Now that the bout has gone a full 12 rounds, and a winner has been declared, we can turn our attention elsewhere

Nov. 10, 2020

BMO Wealth Management U.S.

Beyond politics - Economic & scientific momentum continues

Election dust continues to settle

Nov. 9, 2020

BMO Global Asset Management

Vaccine comes to the rescue

It seems that the US election result would be the big news this week, but reporting of Pfizer's vaccine having a 90% efficacy rate has stolen the show

Nov. 5, 2020

BMO Private Wealth (Canada)

U.S. Election - What’s next: Markets and Economy

Our BMO Private Wealth experts discuss the U.S. election and potential implications for the markets and economy.

Nov. 4, 2020

BMO Private Wealth (Canada)

U.S. Election Insights with Brian Belski

Brian Belski, Chief Investment Strategist, BMO Capital Markets shares his thoughts on the U.S. election and the potential market impacts

Nov. 4, 2020

BMO Private Wealth (Canada)

Too close to call

An update on the U.S. election, and the potential market impact based on the expected direction of policy, given promises made during the campaign

Nov. 4, 2020

BMO Wealth Management U.S.

The focus narrows, but too close to call

Our BMO Wealth Management U.S. experts offer their perspective on the current election scenario

Nov. 2, 2020

BMO Wealth Management U.S.

Control of the Senate: The elephant and donkey in the room

While the Presidential election is a binary outcome, Senate results present more of a continuum with different investment implications

Nov. 2, 2020

BMO Global Asset Management

BMO GAM Macro Update

Virus surge leads to lockdown misery. So why might equities rally?

Oct. 30, 2020

BMO Wealth Management U.S.

U.S. Election Watch - The Final Countdown

To get a sense of where we may be headed, various experts review the potential market reaction to several election scenarios and more

Oct. 28, 2020

BMO Private Wealth (Canada)

Bank of Canada’s response to the COVID-19 crisis

BMO experts discuss BoC’s QE program, the risks and implications of prolonged monetary policy and who will end up paying for the growing deficit

Oct. 27, 2020

BMO Wealth Management U.S.

Outlook for Financial Markets - October 2020

Strained but balanced economy underpins the rebound

Oct. 26, 2020

BMO Global Asset Management

Vaccines + elections = great uncertainty

With two massive events approaching – the US election and Phase III vaccine trail results, we could see some big moves

Oct. 19, 2020

BMO Global Asset Management

Is the market due for a fall?

We discuss company profits, progress on the virus and Brexit, with a view to working out where markets are headed next

Oct. 13, 2020

BMO Global Asset Management

The Fed’s new framework and its evolving reaction function

For investors, the implications are likely to be a more durable long-run “risk on” environment, a flatter yield curve and a depreciating dollar

Oct. 12, 2020

BMO Global Asset Management

Better-than-terrible Earnings reports could lift markets

We focus on the Q3 reporting season where we learn just how well or badly companies in the US, and across the globe, fared in the last three months

Oct. 9, 2020

BMO Private Wealth (Canada)

Global Markets: Attention turns to election countdown

Markets have started to acknowledge the dual risks of an uncertain outcome from the U.S. election and the threat of a COVID-19 second wave

Oct. 5, 2020

BMO Global Asset Management

Heightened housing activity and Brexit not broken

UK housing mini boom – will it last? Deal or No Deal on Brexit?

Sept. 29, 2020

BMO Global Asset Management

BMO GAM Macro Update: Will the vaccine save Christmas?

There’s a lot of bad news around at present, especially for the UK, but there are reasons to be optimistic

Sept. 15, 2020

BMO Private Wealth (Canada)

Equities not feeling the back-to-school blues

The upcoming change of seasons and uncertainty about students returning to classrooms didn’t dampen equity markets in August

Sept. 14, 2020

BMO Global Asset Management

Market Wobbles: is this a buying opportunity?

Economies are recovering, and an approved vaccine will allow that to continue – when that happens recent market falls present a buying opportunity

Sept. 7, 2020

BMO Global Asset Management

Virus versus a vaccine

What was once a distant and vague hope now looks like a racing certainty. The market is only just beginning to wake up to this

Sept. 2, 2020

BMO Wealth Management U.S.

Election 2020: Assessing the market impact

With campaign season in full swing, we examine the U.S. election’s potential impact on future policy direction and the possible market implications

Sept. 1, 2020

BMO Global Asset Management

The end of the summer holidays, and the equity rally?

August is often a turbulent month for markets, but this year was definitely an exception. Why are markets so divergent from the negative news flow?

Aug. 27, 2020

BMO Wealth Management U.S.

The U.S.-China trade war has moved to the Internet

The U.S. - China breakup is getting messy with Trump’s executive orders restricting TikTok and WeChat in U.S.

Aug. 26, 2020

BMO Global Asset Management

Canadian housing holding up against Bearish fears

In line with our expectations, the Canadian housing market has held up despite the COVID shock

Aug. 24, 2020

BMO Global Asset Management

Bad news on the virus makes a vaccine even more important

Although global levels of infection remain high, the potential for vaccine success accelerates

Aug. 17, 2020

BMO Global Asset Management

Value outperforms as Washington fails to act

Another week of drama on the world stage, with the US involved in almost everything

Aug. 13, 2020

BMO Private Wealth (Canada)

Global Markets Commentary: A golden time for stocks

Positive economic data offers welcome comfort after a tumultuous time of lockdown and uncertainty

Aug. 10, 2020

BMO Global Asset Management

Macro Update - Vaccine to bail out the bulls

Another wild week in markets, as President Trump ups the ante in the battle with China – and China gets tough with Hong Kong

Aug. 3, 2020

BMO Global Asset Management

Macro Update - August 3

There’s been a subtle but significant shift in the pattern of virus data in the last week or two - and it’s not good news

July 27, 2020

BMO Global Asset Management

Signs of more second waves: will the markets sink or swim?

Steven Bell looks at the factors that will impact markets in the coming weeks, and explains why conditions are still supportive for equities

July 20, 2020

BMO Global Asset Management

Markets this week: Politicians vs the US second wave

It’s another action-packed week ahead: political deals in Washington and Europe, some key economic data, as well as the litany of numbers on the virus

July 16, 2020

BMO Private Wealth (Canada)

Implications of the Federal Govt. deficit for Canadians

BMO experts explore the potential implications of the snapshot, which revealed a record deficit

July 13, 2020

BMO Global Asset Management

Markets supported despite hit to earnings

BMO GAM's Chief Economist remains cautiously optimistic about the future of the world economy

July 9, 2020

BMO Private Wealth (Canada)

Market Commentary: Netflix at home or theme park thrills?

BMO Private Wealth's Chief Investment Officer examines the tug-of war between improved economic data and alarming COVID-19 statistics across the globe

July 6, 2020

BMO Global Asset Management

Will the markets ride the US second wave?

After markets head higher yet again, is it time to breathe a huge sigh of relief and get off the risk-on, risk-off roller coaster?

June 29, 2020

BMO Global Asset Management

The US leads in economic data but lags in virus success

As economic data continues to confound forecasters’ expectations, how will this impact economic recovery?

June 22, 2020

BMO Global Asset Management

Lockdown in Beijing but British pubs to reopen

BMO GAM's Chief Economist, Steven Bell, reminds us that gloomy forecasts also provide the opportunity for positive surprises

June 19, 2020

BMO Capital Markets

Exploring the early stages of Bull markets

BMO experts analyze historical performance trends during the early parts of previous bull markets to get a gauge of what’s next for US stocks

June 19, 2020

BMO Global Asset Management

Recovery by 2022? It's fiscally possible

BMO’s global multi-asset team posits why the global economy may pull out of Covid-driven recession more quickly than consensus believes

June 18, 2020

BMO Capital Markets

U.S. Strategy Comment: From FOMO to FOGO

BMO expert explores the implications of a virus-related shutdown from a lifestyle perspective and its impact on investment strategies going forward

June 15, 2020

BMO Global Asset Management

Macro Update: Are we heading for a double dip?

As second waves hit across the world and stock markets tumble, Steven Bell points to sources of both worry and optimism

June 11, 2020

BMO Private Wealth (Canada)

Global Markets Commentary: Economic revival after COVID-19

Lesley Marks, BMO Private Wealth's Chief Investment Officer, shares her outlook on market recovery for economies around the globe

June 9, 2020

BMO Wealth Management U.S.

Commercial real estate: Preserve and adapt

BMO’s commercial real estate experts offer their perspectives on the different aspects of this vital industry

June 8, 2020

BMO Global Asset Management

Economist admits he got it wrong!

With markets soaring, Steven Bell sheds some light on how economists (himself included) got their forecasts wrong – by record amounts

June 2, 2020

BMO Capital Markets

Trillions is the New Billions

BMO's FICC Macro Strategy team bring you their top line thoughts on the Treasury yield curve and the massive retracement in credit and FX

June 1, 2020

BMO Global Asset Management

Will markets suffer a second wave of selling?

In his weekly Macro Update, Steven Bell explains why there is plenty on the horizon to disrupt markets this month

May 29, 2020

BMO Capital Markets

US Strategy Comment: Don’t Fret Over Valuation

Brian Belski, Chief Investment Strategist for BMO Capital Markets, analyzes the rise in U.S. stock market valuations

May 26, 2020

BMO Global Asset Management

Risk rally to rumble on

Steven Bell reviews the market implications of easing lockdown restrictions across the globe

May 26, 2020

BMO Wealth Management U.S.

Geopolitics and the pandemic: An expert weighs in

Experts discuss the impact of the COVID-19 pandemic on global geopolitics and what it all means from an investment and economic perspective

May 22, 2020

BMO Capital Markets

Canadian Seniors Housing in a COVID-19 World

Canadian Real Estate analyst Troy MacLean focuses on the long-term implications of the COVID-19 pandemic for the Canadian seniors housing sector

May 18, 2020

BMO Global Asset Management

Virus numbers improve

Steven Bell talks us through an atrocious April, a more measured May, and the potential for positive profits by next year

May 13, 2020

BMO Private Wealth (Canada)

Market commentary: Bridging the gap

Lesley Marks explores how one of the worst-ever months for the global economy was also one of the best-ever months for equity investors

May 12, 2020

BMO Global Asset Management

Optimism fades as forecasts cut

Steven Bell explains why forecasts are still too high and how the narrowing breadth could lead to a bear market

May 4, 2020

BMO Global Asset Management

Life after lockdowns

Countries are starting to ease their way out of lockdowns and there may be a second buying opportunity in equity markets

May 4, 2020

BMO Private Wealth (Canada)

Beware of comparisons with the Great Depression

Lesley Marks, BMO Private Wealth's Chief Investment Officer, highlights two important distinctions

April 14, 2020

BMO Wealth Management U.S.

The Fed’s controversial foray into high yield

Yung-Yu Ma explores what it is - and is not (for now)

Planning & Strategy

Dec. 15, 2020

BMO Wealth Management U.S.

Year-end tax planning thoughts

With tax laws in a state of flux, what planning strategies should you consider?

Dec. 8, 2020

BMO Private Wealth (Canada)

The emergence of blended charitable gifts

Here we explore gift strategy and how it provides tax advantages during one’s lifetime and when a gift is made from an estate

Dec. 8, 2020

BMO Private Wealth (Canada)

2020 Year-end tax planning tips

We highlight important tax-saving strategies that can be implemented before year-end

Nov. 26, 2020

BMO Private Wealth (Canada)

The family name

A surname’s legacy of wealth may precede you, but you can choose whether and how it defines you

Nov. 12, 2020

BMO Private Wealth (Canada)

Preparing heirs for a lifetime of charitable giving

Here are 6 ways to teach your children the role of giving in wealth stewardship

Nov. 2, 2020

BMO Private Wealth (Canada)

Passing it on?

We explore the expectation vs. reality of leaving and receiving an inheritance

Oct. 26, 2020

BMO Private Wealth (Canada)

Engaging the next generation

Are you prepared? Children and grandchildren need to get ready for their roles as inheritors

Oct. 2, 2020

BMO Wealth Management U.S.

What’s your 2020 tax contingency plan?

We look at some post-election tax planning strategies you may need to consider

Aug. 10, 2020

BMO Wealth Management U.S.

How to handle financial planning during a divorce

From tax implications to spousal support and division of assets, we offer expert tips to help you make better decisions during the divorce process

Aug. 5, 2020

BMO Private Wealth (Canada)

The advantages of a corporate trustee

We explore how a professional trustee can help administer a testamentary trust by objectively balancing the needs of multiple beneficiaries

Aug. 5, 2020

BMO Private Wealth (Canada)

The benefits of testamentary trusts

From control to tax efficiency and creditor protection, we explore the many benefits a testamentary trust can offer to your estate plan

June 8, 2020

BMO Private Wealth (Canada)

Why choosing the right executor is so important

Melanie McDonald of BMO Trust Company identifies some key attributes to look for when selecting an executor for your estate plan

May 29, 2020

BMO Global Asset Management

In response to COVID-19 : Important RRIF changes for 2020

Learn more about RRIF Annual Minimum Payment (AMP) changes for 2020

May 21, 2020

BMO Capital Markets

COVID-19 and the future of Treasury departments

Experts delve deeper into findings from the recent AFP survey and offer insights on how treasurers can adapt and evolve amid the ongoing pandemic

April 30, 2020

BMO Wealth Management U.S.

The quest for financial wellness in an uncertain time

Stressful times like these leave us vulnerable to making bad financial decisions

April 22, 2020

BMO Private Wealth (Canada)

Wealth planning for uncertain times

Creating a well thought out, stress-tested wealth plan will help you weather the crisis over the long-term

April 20, 2020

BMO Private Wealth (Canada)

“Stress testing” your estate plan in a time of crisis

A crisis can be a catalyst for action if you don’t have an estate plan – or even a Will

April 20, 2020

BMO Private Wealth (Canada)

How to best support those who are in need

If you are looking to make a difference, our Emergency Philanthropy Response Guide provides information to help you, as you help others

March 17, 2020

BMO Wealth Management U.S.

Tips on protecting your personal and financial information

Here are some of the best tips to help protect yourself and your information over the internet

March 16, 2020

BMO Global Asset Management

The benefits of long-term investing

Stay invested and realize your goals

Business Owners

Nov. 25, 2020

BMO for Women

10 meaningful sustainable business practices

We share meaningful ways you can adopt environmentally friendly and sustainable practices for your business

Nov. 19, 2020

BMO Private Wealth (Canada)

Succession and transition planning for business owners

Our experts explore factors to consider when forming your business succession plan

Nov. 17, 2020

BMO for Women

13 tips for starting and managing a small business

We share tips and tricks to teach every entrepreneur how to start, finance and manage their own business

Sept. 21, 2020

BMO Private Wealth (Canada)

Estate planning for business owners during uncertain times

In this podcast, we discuss the importance of selecting the right executor and examine various factors that come into play when making that choice

Sept. 18, 2020

BMO Private Wealth (Canada)

How business owners can stress test their estate plan

In this podcast, our BMO Trust expert discusses crucial items to consider when stress testing your estate plan and outlines 3 key steps of the process

June 1, 2020

BMO Wealth Management U.S.

The time is right for family equity transfers

BMO expert offers insights on taking advantage of estate planning strategies designed to transfer equity to your family in a tax efficient manner

April 20, 2020

BMO Private Wealth (Canada)

Business planning strategies during a crisis

James Wong reviews key actions business owners should consider implementing as part of their pandemic planning

April 15, 2020

BMO Private Wealth (Canada)

Best practices for business owners during uncertain times

These practices help business owners focus and manage their business effectively

April 10, 2020

BMO for Women

Bold(h)er: The resilience of Canadian small business

We bring questions from small business owners to Canada’s Minster of Small Business, Export Promotion and International Trade

April 1, 2020

BMO for Women

Coping with COVID-19: Planning and tax implications

Understand the impact and implications of COVID-19 on business and the economy by subject matter experts from BMO

March 30, 2020

BMO for Women

Coping with COVID-19: Access to capital and cash management

Experts help business owners navigate Capital & Cash Management issues

Responsible Investing

Aug. 28, 2020

BMO Global Asset Management

An update on COVID-19’s impact on climate change

Beyond clearer skies and falling CO2 emissions due to temporary lockdowns, we explore the longer term impact of COVID-19 on climate change

June 9, 2020

BMO Capital Markets

ESG in times of Pandemic – the case of Sobeys

BMO Sustainable Finance expert & Sobeys VP for Sustainability discuss how COVID-19 has disrupted food security and supply chains around the world

May 28, 2020

BMO Global Asset Management

A focus on global food supply chains during the pandemic

BMO GAM's Responsible Investing team explores the food-related challenges of the COVID-19 crisis, and the role of investor engagement

May 26, 2020

BMO Capital Markets

Covid-19 Implications and ESG Funds

Jon Hale, Head of Sustainable Investing Research for Morningstar discusses COVID-19's impact on the ESG marketplace

May 12, 2020

BMO Capital Markets

Unearthing and executing purpose

What the journey to find a company's purpose looks like and why it matters for sustainability

May 4, 2020

BMO Global Asset Management

COVID-19 and climate change

Vicki Bakhshi looks past the short-term side effects to examine the impact of the pandemic on climate change

April 20, 2020

BMO Global Asset Management

The meaty realities of food production

An overview of our engagement on sustainable food systems

March 16, 2020

BMO Global Asset Management

ESG implications of the COVID-19 pandemic

We consider the implications of the COVID-19 pandemic on ESG issues

DIY Investing

Sept. 4, 2020

BMO Global Asset Management

Sustainable investing in times of pandemic

We offer a brief overview of ESG investing, plus some tips on adding socially responsible investments to your portfolio

May 5, 2020

BMO InvestorLine

Sell in May and go away and other market myths

Jason Heath, Managing Director at Objective Financial Partners Inc., breaks down three myths that many investors think will always hold true

April 20, 2020

BMO Global Asset Management

Trading best practices during volatile markets

Get an inside view on historical lessons we can learn from the past and what the option market is indicating to us

April 15, 2020

BMO InvestorLine

Find your investment strategy

It’s now more important to develop—or stick with— the right investment strategy for you and your goals

April 15, 2020

BMO InvestorLine

Before you choose your next investments

Here are five things to keep in mind as you consider how to pick stocks and seek proper diversification

April 15, 2020

BMO InvestorLine

How to handle underperforming stocks

It’s up to you to determine whether a stock price decline is temporary or something more serious

April 15, 2020

BMO InvestorLine

Four ways to diversify your investments

Balance your portfolio in 4 simple steps