Adam Altberg, Senior Portfolio Manager & Senior Investment Advisor, CIM

Adam Altberg, Senior Portfolio Manager & Senior Investment Advisor, CIM For disclaimer details, please click here:https://www.bmo.com/privatebanking/pdf/pwsocialdisclaimer.pdf

04/06/2026

A modestly positive year for well-diversified investors remains on the table. Historically, it hasn’t paid to underestimate the resilience of capital markets.

Brent Joyce, BMO Private Wealth’s Chief Investment Strategist, discusses this and more in the latest BMO Nesbitt Burns Global Markets Commentary, “Solid start interrupted, not derailed (so far).” http://spr.ly/6001B6URic

11/12/2025

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Richard Belley, Fixed Income Strategist at BMO Private Wealth, and Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, to examine the fixed income and credit landscape heading into 2026. Learn more: http://spr.ly/60087PXSQ

Following a near-continuous upward march since the spring, equity markets stumbled somewhat this week on valuation conce...
11/12/2025

Following a near-continuous upward march since the spring, equity markets stumbled somewhat this week on valuation concerns and the now-record long U.S. government shutdown. Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, "Both Sides Now." http://spr.ly/60087PvP4

BMO Private Wealth’s Dante Rossi, Director, Tax Planning, and Phil Haines, Director, Tax Planning, share their analysis ...
11/05/2025

BMO Private Wealth’s Dante Rossi, Director, Tax Planning, and Phil Haines, Director, Tax Planning, share their analysis of the 2025 Canadian Federal Budget: http://spr.ly/60017MWTb

Next week's wave of central bank meetings are expected to bring 25 bp cuts in the U.S. and Canada, but no move in Japan....
11/03/2025

Next week's wave of central bank meetings are expected to bring 25 bp cuts in the U.S. and Canada, but no move in Japan.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “On With the Show, This Is It.” http://spr.ly/6001AhUvR

10/31/2025

When Fiona Zhao moved to her new Canadian hometown, she realized there wasn’t a place in Winnipeg that celebrated skincare and beauty products from Asia. In 2014, she launched Unique Bunny with carefully curated skincare, cosmetics, and lifestyle products from Japan, Korea, China, Thailand and beyond. Today, nearly a decade later, Unique Bunny is on track to open its eleventh location.

Fiona advice for aspiring entrepreneurs: “Start small, but start: Don’t wait to feel ‘ready’, clarity often comes from action.”

Proud to support entrepreneurs like Fiona who are making their dreams a reality.

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Powering nearly 70% of U.S. economic activity, consumers are literally A. VERY. BIG. DEAL. While it is tempting to view ...
10/29/2025

Powering nearly 70% of U.S. economic activity, consumers are literally A. VERY. BIG. DEAL. While it is tempting to view them as a monolith, significant disparities exist across demographic and earnings cohorts.

Carol Schleif, BMO Private Wealth’s Chief Market Strategist, discusses this and more in this week's edition of Weekly Strategy Perspectives, "Consumer Conundrum." http://spr.ly/6009AhXfH

After months of relative calm, market volatility has spiked in recent days in response to flaring trade tensions between...
10/22/2025

After months of relative calm, market volatility has spiked in recent days in response to flaring trade tensions between the U.S. and China. Now that the worry closet door is slightly ajar, will investors be able to tuck its contents neatly back inside – or will more anxieties come spilling out?

Carol Schleif, BMO Private Wealth’s Chief Market Strategist, discusses this and more in this week's edition of Weekly Strategy Perspectives, "The Worry Closet." http://spr.ly/6007A255B

Recent regulatory changes in the U.S. are helping create a framework for adoption of stablecoin, a form of digital curre...
10/20/2025

Recent regulatory changes in the U.S. are helping create a framework for adoption of stablecoin, a form of digital currency designed to be less volatile than traditional crypto assets have been. What role can stablecoin play – investment or merely transaction conduit? How does it compare to crypto? How might it impact various aspects of the financial services sector?

Carol Schleif, BMO Private Wealth’s Chief Market Strategist, discusses this and more in this week's edition of Weekly Strategy Perspectives, "Stablecoin: store of value, transaction token or hedge against the unknown?." http://spr.ly/6004AtiDk

It seemed that suddenly this week everyone was warning of a repeat performance of the late 1990s tech boom/bust and the ...
10/17/2025

It seemed that suddenly this week everyone was warning of a repeat performance of the late 1990s tech boom/bust and the damage that could possibly cause the economy.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Echoes of 1999.” http://spr.ly/6000At7Yk

The Federal Reserve and Bank of Canada restarted policy rate parings last month. We look for the cuts to continue in the...
10/15/2025

The Federal Reserve and Bank of Canada restarted policy rate parings last month. We look for the cuts to continue in the months ahead, and not necessarily in tandem.

Michael Gregory, BMO’s Deputy Chief Economist and Managing Director, and Jennifer Lee, BMO’s Senior Economist and Managing Director, discuss this and more in their latest Rates Scenario publication. http://spr.ly/6002AIkk6

10/08/2025

Equity markets climbed a wall of worry over the summer. Despite negative headlines, earnings growth dominated — propelling stocks meaningfully higher.

Brent Joyce, BMO Private Wealth’s Chief Investment Strategist, discusses this and more in the latest BMO Nesbitt Burns Global Markets Commentary, “So Much for Sell in May – and Summer Doldrums.” http://spr.ly/6009Aoyhb

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