North American Investment Strategy: 2023 U.S. Market Outlook
North American Investment Strategy: 2023 U.S. Market Outlook
Chief Investment Strategist
Brian, Chief Investment Strategist and leader of the Investment Strategy Group, provides strategic investment and portfolio management advice to both institutional …
Brian, Chief Investment Strategist and leader of the Investment Strategy Group, provides strategic investment and portfolio management advice to both institutional …
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While 2022 has been “a year we’d like to forget,” 2023 will be the start of the multiyear trend toward normalization. In his 2023 market outlook, BMO Capital Markets Chief Investment Strategist Brian Belski outlines why he expects positive equity market returns next year. And despite this year’s performance, Brian explains why we’re still in a 20- to 25-year secular bull market.
Brian also provides his outlook on Canadian stock in his 2023 Canadian Market Outlook.
BMO Equity Research clients can access Brian’s latest report: 2023 Market Outlook: The Year Ahead for the US and Canada
define the future
PART 1
Brian Belski’s 2022 U.S. Market Outlook
Brian Belski December 09, 2021
In his 2022 U.S. market outlook, BMO Capital Markets’ Chief Investment Strategist Brian Belski explains why, even amid concerns aroun…
PART 2
The Current and Future State of the Global Supply Chain
Fadi Chamoun, CFA February 17, 2022
BMO recently held an event to discuss the current state of supply chain bottlenecks, strategies for managing the crisis and when we can exp…
PART 3
Why SLLs Have Only Just Begun to Roar
John Uhren March 01, 2022
When Enbridge Inc. launched its inaugural C$1bn Sustainability Linked Loan (SLL) in February 2021, it marked a milestone not only for the c…
PART 4
Amid the Pandemic, Market Structure Continues to Evolve
Joe Wald April 01, 2022
Change is on the horizon for electronic trading as the U.S. Securities and Exchange Commission revisits regulatory reforms in a market that…
PART 5
State of the Union: What Lies Ahead
Brian Belski, David Jacobson, Michael Gregory, CFA April 21, 2022
Russia’s invasion of Ukraine has brought uncertainty to domestic and foreign policy as well as to the economy and the markets. It com…
PART 6
New Normal Yet to Come for Metals Prices: BMO Mining Panel
Colin Hamilton May 12, 2022
Prices for base and industrial and precious metals are flying high, but experts gathered at this year's BMO Global Metals and Mini…
PART 7
Amid the Supply Chain Woes, Supplier Wellness Takes Center Stage
Reg Butler June 02, 2022
There have been plenty of headlines about how backlogs in the supply chain are causing headaches for both companies and consumers. Those ch…
PART 8
Key Takeaways on Ag, Food, Fertilizer & ESG from BMO’s Farm to Market Conference
Dan Barclay May 26, 2022
Join BMO’s Dan Barclay, Bert Powell, Joel Jackson, Ken Zaslow and Doug Morrow in this special episode from BMO’s IN Tune Podcas…
PART 9
M&A Markets Active Despite Macroeconomic Backdrop
Warren Estey May 19, 2022
As much as deal-making has cooled in 2022 - dampened by market volatility, geopolitical uncertainty, the ongoing fight against COVID-19 and…
PART 10
Private Capital Seizing the Stage in U.S. Middle Market
Grant Thompson August 04, 2022
Move over public markets, because there’s a new kid in town - well, sort of. It’s called private capital, and while it may h…
PART 11
Supply Chain Disruption: Key Challenges and Opportunities
Fadi Chamoun, CFA September 01, 2022
New look, same great content! We’re proud to launch Markets Plus, our new podcast, where leading BMO experts share a wealth of timely…
PART 12
Achieving Returns in an Accelerating AI Environment
David Wismer October 19, 2022
From improvements in Machine Learning and the development of new database systems to the development of sector-specific tools, significant …
PART 14
Managing and Monetizing Your Transition to a Net Zero World with BMO and Radicle
Eric Jacks December 01, 2022
When Calgary-based Radicle Group Inc. was formed in 2008 in Alberta as the first North American compliance market, the climate change narra…
PART 15
The Importance of Financial Forecasting
February 22, 2023
Forecasting and predicting the future. They’re the same thing, right? Not really. We all make predictions at some point. Many of u…
PART 16
Why Water Access Should Be Part of Your Risk Metrics
Alex Baniczky April 20, 2023
In the current tally of key risks and mitigants it’s easy to feel that the risk side of the equation is having a banner era; with bus…
PART 17
Understanding the Link Between Cybersecurity and ESG
John Uhren, Andrew Matheou February 02, 2023
John Uhren is joined by Andrew Matheou, Head of BMO Capital Markets Global Transaction Banking, to discuss the topic of cybersecurity, and …
