BMO Smarter Investing

In this special edition of BMO Smarter Investing, join Vice President and Senior Economist at BMO Capital Markets Erik Johnson as he welcomes Brett Winton, Chief Futurist at ARK Invest. Tune in for Brett's insights on the far-reaching impacts of AI, disruptive technology, how they can affect future investing, and so much more. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

There are many forces at play in the Canadian housing market. Affordability, supply, and immigration are three critical ones. How will they unfold to determine where the market is headed? Join BMO Senior Economist Sal Guatieri as he gives some guidance on the outlook for housing in Canada. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

With the housing market in a difficult state, younger Canadians don't feel confident in their ability to enter it. How long can this be expected to last, and will Millennials and Gen Z be able to secure themselves a future in the housing market? Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Robert Kavcic, Director and Senior Economist at BMO Capital Markets as they discuss the future of the housing market and what young Canadians need to do to find their way in. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

With the housing market in a difficult state, younger Canadians don't feel confident in their ability to enter it. How long can this be expected to last, and will Millennials and Gen Z be able to secure themselves a future in the housing market? Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Robert Kavcic, Director and Senior Economist at BMO Capital Markets as they discuss the future of the housing market and what young Canadians need to do to find their way in. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

In recent years, younger Canadians have found it increasingly difficult to save money for the future. The Canadian Government has recently stepped up and announced a budget that will be fair across multiple generations. Is this promising and achievable? Or are they biting off more than they can chew? Join Vice President and Senior Economist at BMO Capital Markets Erik Johnson and Economist at BMO Capital Markets Shelly Kaushik as they discuss how the newly announced budget could help Millennials and Gen Z find sustainability. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

In recent years, younger Canadians have found it increasingly difficult to save money for the future. The Canadian Government has recently stepped up and announced a budget that will be fair across multiple generations. Is this promising and achievable? Or are they biting off more than they can chew? Join Vice President and Senior Economist at BMO Capital Markets Erik Johnson and Economist at BMO Capital Markets Shelly Kaushik as they discuss how the newly announced budget could help Millennials and Gen Z find sustainability. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

As younger Canadians integrate into new financial responsibilities and choices, it can all seem very confusing when you don't know which step is right. Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Associate Portfolio Manager & Financial Planner, Pouya Fattahi at BMO Nesbitt Burns as they educate young Canadians on the different investing steps and what can best suit their needs. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

As younger Canadians integrate into new financial responsibilities and choices, it can all seem very confusing when you don't know which step is right. Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Associate Portfolio Manager & Financial Planner, Pouya Fattahi at BMO Nesbitt Burns as they educate young Canadians on the different investing steps and what can best suit their needs. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

China is the world's second-largest economy, which makes it an important market to pay attention to. But, with the housing downturn, the risk of a debt crisis, and the looming threat of a trade war with the US, the Chinese economy is something that investors need to pay even closer attention to right now. Join BMO Senior Economist and Director Art Woo and Sal Guatieri as they discuss China's economic challenges and outlook. Visit BMO.com/onlineinvesting for more information to learn how you can start investing today.

The Bank of Canada led the way among G7 countries with its first interest rate cut in over four years. But, the Fed is holding tight for now given stickier U.S. inflation. Join BMO Chief Economist Doug Porter and Senior Economist Sal Guatieri, as they discuss the outlook for rates, inflation and the economy.  Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

How is the commercial real estate market doing in Canada and the U.S. and where is it headed? BMO Senior Economist Sal Guatieri takes you on a walk through the CRE landscape. Remote work continues to challenge the office market. However, other sectors, such as industrial and multifamily, are seeing decent growth which should continue as interest rates decline. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

How could the outcome of the US election impact the global economy? BMO Senior Economist Sal Guatieri is joined by Michael Gregory, deputy chief economist at BMO, to discuss the implications and risks associated with the upcoming presidential election. Depending on who is elected in November 2024, we could see some major shifts in policy and spending. So, what could this mean for the economy? Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.  

BMO Senior Economist Sal Guatieri is joined by Doug Porter, Chief Economist at BMO Financial Group, to discuss the impact that the labour market, food prices and energy costs are having on inflation in both Canada and the United States, as well as when interest rates may finally start to come down. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Are economists overly pessimistic about the state of the economy? BMO Senior Economist, Sal Guatieri discusses the implications of easing financial conditions on the economic and rate outlooks for the U.S. and Canada. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

All is not well with the world's second-largest economy. What do China's recent economic struggles mean for the global economy and investors? BMO Senior Economist Sal Guatieri is joined by Art Woo, Director and senior economist at BMO, to assess whether China's economy can remain an engine of global growth. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.  

The highest borrowing costs since before the financial crisis of 2008 have upset investors' assumptions of asset values, threatening to up-end housing prices. Long-term rates have climbed, alongside the highest policy rates in two decades, but no one expected those rates to scale 16-year peaks. So what does this mean moving forward? BMO Senior Economist Sal Guatieri breaks down similarities between what the global economy is facing right now, compared to what we dealt with in 2008. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Housing affordability impacts everyone, from home buyers, to renters, to investors. BMO Senior Economist Sal Guatieri delves into the issue for both Canada and the United States, discussing how we got here and where affordability may be going, as well as implications for the economy and investors. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

After one of the most aggressive tightening cycles in decades, it looks like central banks are making decent progress in taming inflation, opening the door for a rare soft landing for the economy. BMO Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss prospects for inflation, interest rates and the economy and whether we now stand a decent chance of avoiding a recession. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Commercial real estate will no doubt face challenges in the year ahead, but the sector facing the toughest test will be office buildings. BMO Senior Economist Sal Guatieri takes a look at what the four main commercial real estate segments can expect, as they weather the storm of rising interest rates, tighter lending conditions, a weaker economy, and hybrid work patterns. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Description: How have aggressive interest rate hikes impacted the housing markets in both Canada and the US? And how will stable rates impact current housing affordability? BMO Senior Economists Sal Guatieri and Robert Kavcic discuss corrections, market stability, and signs of a bottoming in the Canadian housing market. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Panic selling, cashing out, and trading frantically are common actions for investors during times of uncertainty. On today's special edition of BMO Smarter Investing, Silvio Stroescu, President of BMO InvestorLine talks with Brian Belski, Chief Investment Strategist about what investors can do to make smarter long-term plans with regard to their portfolios during these times.  Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Recent bank failures have raised fears of a repeat of the 2008 financial crisis. What's different today, and what are the chances it could happen again? Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss these issues and their potential impacts on the economy, inflation and interest rates. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

A vast reservoir of household savings and liquidity should continue to backstop spending in the U.S. and Canada for some time, shielding the economy from the full effects of monetary tightening. But this buffer could also act as a double-edged sword if it sustains inflation and leads to even higher interest rates. Sal Guatieri is joined by Michael Gregory, Deputy Chief Economist at BMO, to discuss excess liquidity and savings and their impact on the economy, inflation and central banks. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today 

When investors are building their portfolios, there are many options for them to consider. Innovation should be a high priority, as Cathie Wood, Founder, CEO, and CIO of Ark Invest, tells us in this episode. Erin Allen, VP of ETF Online Distribution for BMO ETFs, had the privilege of speaking with Cathie about disruptive innovation and how it could fit into a diversified portfolio. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today 

With the U.S. and Canadian economies showing pockets of resilience, more investors are questioning whether either is still headed for a widely expected downturn in 2023. Sal Guatieri discusses whether BMO Economics has shifted its view on recession odds and why it still believes the slump will be fairly mild by historical comparisons. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today 

With so many different events happening around the world affecting our economic outlook, what are some of the things we should be looking for to protect our investments? On this special edition of BMO Smarter Investing, Senior Economist Erik Johnson speaks with Nalini Feuilloley, Head of Responsible Investing for BMO Group Asset Management, about the issues and opportunities with responsible investing, ESG investing, and how you can get started. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today

In this episode, Douglas Porter and Sal Guatieri revisit a conversation they had a few months ago on what's driving inflation and where it is likely headed. With 2023 around the corner, there is no bigger influence than multi-decade high inflation on the outlook for interest rates, the economy, and financial markets. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today 

Soaring fuel costs have been one of the biggest points of contention over the last year, especially since the start of the invasion of Ukraine. With so much uncertainty about the global drivers of oil prices, what can we expect in the coming years? Sal Guatieri speaks with Senior Economist Art Woo about the oil price outlook and its impact on inflation, interest rates, and the economy. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today 

Financial Literacy is important to us all, and in this episode, Jennifer Lee talks with Andrea Casciato and Jennifer So to provide insights on the importance of education and investing as part of BMO's commitment to real financial progress for every woman, so they're prepared to seize every opportunity. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today  

As the business world is still recovering from the pandemic, some have struggled to catch up properly; the auto industry is no exception. With chip and semiconductor shortages being an issue along with short supply, what is being done to level out and get things back to a level of normalcy? Sal Gualtieri talks with Eric Johnson about the challenges being faced in the auto industry and what the outlook for it is over the next year. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today

Inflation is running rampant for the first time in decades and it only seems to be worsening. How long can this continue and what can be done to settle it down? Douglas Porter and Sal Guatieri discuss the issues and potential consequences for the economy. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today  

With interest rates and inflation continuing to rise rapidly, the economic forecast is looking increasingly stormy. With central bankers facing their hardest inflation challenge in decades, Sal Guatieri and Jennifer Lee talk with Ben Reitzes, Managing Director and Canadian Rates & Macro Strategist for BMO Capital Markets, about the Canadian, European and American economies, providing insight into what we can expect through the rest of this year and moving into the next. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Like many areas, the commercial real estate market took a turn for the worse in the early days of the pandemic. But most sectors have bounced back nicely, and a few may still offer attractive investment returns in the current unsettled climate. In this episode, Sal Guatieri provides insight into where the commercial real estate market currently stands, and where it may be headed as society adopts new ways of shopping and working. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

The Canadian housing market has been one of the biggest talking points over the last couple of years. As supply has been the lesser issue, demand has increased along with overall cost of homes. As new demographics of first-time buyers start to become the biggest market, solutions are being found outside of the usual hotspots. In today's episode, Sal Guatieri talks with Director and Senior Economist Robert Kavcic about the concerns that buyers and investors have with the unsettled nature of the market, and possible solutions that could be ahead to alleviate the pressure. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

On Feb 24, 2022, Russia invaded Ukraine, becoming the largest military attack on a sovereign state in Europe since WW2. We saw the Russian Ruble drop in value and the price of gas shoot up only days after the invasion started. In this episode, Sal Guatieri is joined by BMO Deputy Chief Economist Michael Gregory to discuss how this war will impact the global economy. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

In the first episode of BMO Smarter Investing, Sal Guatieri and Douglas Porter sat down to discuss inflation, and where they think it is heading. Now in 2022, Sal Guatieri is joined by Jennifer Lee and Benjamin Reitzes to talk about what we are seeing with inflation, and to update where they believe it is headed this year. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

China is the world's 2nd largest economy and plays a huge role in global trade. In this episode, we take a deeper look at their economy, some of the trends that are happening, and what might be expected in 2022.BMO economists Sal Guatieri, Jennifer Lee, and Art Woo sit down and share some thoughts on outcomes, risks, and predictions. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Interest rates and the global economy, in general, has been quite volatile since 2020 due to uncertainties of the pandemic. We've seen businesses open back up to the public and life slowly resemble normalcy. Now with the new COVID-19 variant, Omicron, it looks that more uncertainty is on the horizon for 2022. BMO economists Sal Guatieri, Douglas Porter, Jennifer Lee, and Benjamin Reitzes discuss what the economies of Canada, the US, and Europe might look like, and what to expect with interest rates for the new year. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Inflation is at an all-time high right now since the 1990s: Over 6% in the US and over 4% in Canada. BMO economists Douglas Porter and Sal Guatieri discuss what this means for interest rates, who wins and who gets hurt the most from high inflation, and where they believe inflation will be going within the years to come.   Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

BMO Smarter Investing is a new podcast series that's all about helping you make smarter investment decisions. Join top BMO economists Douglas Porter, Sal Guatieri, and Jennifer Lee each month as they discuss the latest market and developments and insights.  Together with a panel of special guests, they'll take a deep dive into topics, trends, and forecasts that are relevant to new and experienced investors.