Wealth

BMO Wealth Management 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

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

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 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 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 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 17, 2020

BMO Wealth Management U.S.

The great disconnect?

Is the stock market disconnected from the economy? Yung-Yu Ma, Chief Investment Strategist for BMO Wealth Management U.S. offers his expert analysis

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)

Impact of COVID-19 on the Real Estate market

BMO experts discuss primary, secondary and commercial real estate, the decline in prices and the outlook for mortgage rates

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

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

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

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)

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

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

March 30, 2020

BMO Wealth Management U.S.

Wealth planning opportunities in volatile times

With disruption often comes opportunity for those who have the foresight and framework to identify and act on it

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

June 22, 2020

BMO Wealth Management U.S.

5 ways your family wealth is like a business

As a business owner, you know it’s important to have a clear vision and strategic plan. That’s true for your family wealth too

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

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

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

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

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

Four ways to diversify your investments

Balance your portfolio in 4 simple steps