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

08/06/2026

Markets faced renewed tariff threats, geopolitical tensions in the Middle East, and uncertainty surrounding the U.S. Federal Reserve in July, yet underlying economic and market fundamentals remained resilient.

Brent Joyce, BMO Private Wealth’s Chief Investment Strategist, discusses this and more in the latest BMO Nesbitt Burns Global Markets Commentary, “New and Renewed Feuds.”

Click here to check out the full report and video: http://spr.ly/6009B18W59

07/06/2026

The first half of 2026 has been a tug-of-war between disruptive shocks and durable underlying trends. Through it, the global economy proved to be resilient, and equity markets continued to move higher.

Brent Joyce, BMO Private Wealth’s Chief Investment Strategist, discusses this and more in the latest BMO Nesbitt Burns Global Markets Commentary, “2026 at the Half: Resilience Under Pressure.”

Click here to check out the full report and video: http://spr.ly/6009BE6hKd

06/04/2026

Three months after the eruption of hostilities in the Middle East and the most frequent question we get is “Why are capital markets doing so well?”

Brent Joyce, BMO Private Wealth’s Chief Investment Strategist, discusses this and more in the latest BMO Nesbitt Burns Global Markets Commentary, “Goldilocks Held Hostage.”

Click here to check out the full report and video: http://spr.ly/6004B8UecM

05/14/2026

A resilient market story is unfolding, even as investors navigate a steady stream of uncertainty.

Carol Schleif, BMO Private Wealth’s Chief Market Strategist, discusses this and more in the latest Global Markets Commentary, “Resounding Resilience.”

Take a look at the full report and video here: http://spr.ly/6002BBSYsA

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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