Biden pulls out. What next?

What does Biden pulling out of the U.S. presidential race mean for markets? With Tech stocks slumping, are concerns about a chip war between China and the U.S. warranted? And will the Bank of Canada cut rates again this week?

Cybersecurity’s growing importance: what investors need to know

As the world grows more connected, investors might be overlooking cybersecurity and data security risks in various industries.

Time to redeploy cash for fixed income?

Fixed income investors are enduring a historical drawdawn that began in August 2020, but we think they should refresh their perspective on the asset class as we head into 2024.

Politics and profits: Finding wins in an election year

The bad news is that the economic environment is worse than it was one year ago. The good news is that it is still in a pretty strong position and we’re not seeing any signs in the marketplace worrisome enough to warrant taking significant risk off the table.

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Private: Supporting all aspects of investing

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Sadiq Adatia
Sadiq Adatia
Commentary
July 22, 2024

Biden pulls out. What next?

What does Biden pulling out of the U.S. presidential race mean for markets? With Tech stocks slumping, are concerns about a chip war between China and the U.S. warranted? And will the Bank of Canada cut rates again this week?
House view
July 17, 2024

Politics and profits: Finding wins in an election year

The bad news is that the economic environment is worse than it was one year ago. The good news is that it is still in a pretty strong position and we’re not seeing any signs in the marketplace worrisome enough to warrant taking significant risk off the table.
Sadiq Adatia
Sadiq Adatia
Commentary
July 15, 2024

Is it time to swap Big Tech for Small Caps?

Should investors consider rotating into equities with smaller market capitalizations? What did the latest CPI report tell us about the odds of a September rate cut? And where along the yield curve should investors look for opportunities?
Steven Shepherd profile photo
Commentary
July 11, 2024

BMO ETF Portfolios’ July commentary: “Take the Money and Run, or Take it Easy?”

With the end of the month, quarter and first half of 2024 in the books, markets seem to be taking a collective deep breath in anticipation of what the remainder of the year will bring.
Sadiq Adatia
Sadiq Adatia
Commentary
July 8, 2024

What can politics do to your portfolio?

What did we learn from the Fed’s reaction to the latest inflation data? How will election-related volatility manifest, and how big of an impact could it have on markets?
Sadiq Adatia
Sadiq Adatia
Commentary
July 2, 2024

Why American consumers are holding on—and Canadians aren’t

What is the state of the consumer as we enter the second half of the year? What impact did last week’s U.S. presidential debate have on markets?
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