BMO Smarter Investing

Robert Kavcic, a Senior Economist at BMO who analyzes macro and housing trends, breaks down Canada’s split 2025 market and what 2026 may bring. He discusses regional price divergence, why affordability and supply blunt a quick rebound, the condo glut and investor pain in the GTA, and how demographics and slow real estate cycles could prolong the correction.

2025 was another tough year for the US housing market, even as activity showed signs of stirring toward year-end. Join BMO Senior Economist Sal Guatieri as he discusses the outlook for 2026 in the wake of affordability, supply and population growth challenges, wide regional market variations, and much more. Visit https://www.bmo.com/onlineinvesting to learn more and discover how you can start investing today.

Amid a turbulent year of tariffs, AI-related spending, and a government shutdown, the resilience of the U.S. economy has surprised many. However, rising unemployment and stubborn inflation may be ominous signs for the new year. BMO's U.S. Chief Economist Scott Anderson joins Senior Economist Sal Guatieri to discuss the outlook for 2026. Visit https://www.bmo.com/onlineinvesting to learn more and discover how you can start investing today.

Amid rising trade tensions and the upcoming USMCA renegotiation, what’s next for the U.S. and Canadian economies? BMO Chief Economist Douglas Porter and Directors/Senior Economists Aaron Goertzen and Sal Guatieri explore potential scenarios for US-Canada trade relations, their economic impact, and implications for future monetary policy decisions. Visit https://www.bmo.com/onlineinvesting to learn more and discover how you can start investing today.

For this BMO Special Edition, join BMO Global Asset Management’s Erin Allen, Director of Online Distribution and Kevin Prins, Managing Director, Head of ETFs and Digital Distribution, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify investing for both novice and seasoned investors. To explore the lineup of BMO ETFs discussed in this episode, visit www.bmoetfs.com. Ready to get started? Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

With the ongoing trade war and slow recovery in housing, Canada's economy will need to rely on households to stand strong and defend the economy against the risk of recession. Join BMO Senior Economist Sal Guatieri as he discusses whether households are up for the challenge. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

President Trump's trade war continues to create uncertainty for global markets and business leaders. Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss the potential economic implications for Canada and the U.S., along with likely support from expansionary monetary and fiscal policies.Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Industrial, multifamily, retail, and office sectors are all experiencing changes due to rising tariffs, increased interest rates, and economic uncertainties. Will the markets recover next year? Join Director and Senior Economist at Capital Markets Sal Guatieri, as he shares his comprehensive overview of the current state and future projections for both Canadian and US real estate markets. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

The first 100 days of the Trump administration saw significant turmoil in markets due to the escalating trade war, though some recent actions raise hopes that some tariffs will be rolled back after bilateral talks. Douglas Porter, Chief Economist at BMO Financial Group, and Sal Guatieri, Director and Senior Economist, discuss the potential outlook for the trade war and its impact on the Canadian and U.S. economies and interest rates.Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Did you know there is a way to use put options as an insurance policy? Join Director at BMO InvestorLine David McGann and Director of ETF Distribution at BMO Global Asset Management Richard Ho as they discuss the world of Options trading and Risk management.Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.