Market Charts

Well-defined research and talking points guide better client conversations and informed decisions. BMO’s Market Charts can be turned into actionable ideas as you build portfolios and grow your business.

Market-Chart-Performance-of-Active-2018

01/14/2019

Active mutual fund performance by category – 2018

Outside of Small Cap Growth, 2018 was a rough year for active management regardless of asset class.   Related resources Global Investment Forum Global...

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Patience Can Pay Off: S&P 500 Recovery From Notable Drawdowns

01/07/2019

Patience can pay off: S&P 500 recovery from notable drawdowns

Even after the two worst drawdowns in the last 25 years, investors who avoided selling during the downturns would have likely recovered their losses...

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12/17/2018

The longer your time horizon, the greater your potential for positive returns

Since 1970, the S&P 500 has generated positive returns in the majority of rolling time periods.   Related resources U.S. Equities Momentum continues to...

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12/10/2018

Yield Curve Inversion

Generally when markets consider the impact of an inverted yield curve, this is in the context of 2 year vs. 10 year or 5...

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Bonds have offered great diversification when stocks were negative

12/03/2018

Bonds have offered great diversification when stocks were negative

Since 1977, the Bloomberg Barclays U.S. Agg has posted a positive return in each calendar year in which the S&P 500 was negative.  ...

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S&P 500 intra-year declines vs. calendar year total returns

11/26/2018

Selling the downdrafts often proves costly for investors

Despite an average intra-year drawdown of 14%, the S&P 500 has posted positive returns in 32 of the past 38 calendar years.   Related...

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Are you actively managing your passive?

11/19/2018

Are you actively managing your passive?

The proliferation of indices globally calls into question the real value they can add. There are now more than 3.7 million indices globally, yet...

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Varied returns highlight the long-run importance of asset allocation chart final

11/05/2018

Varied returns highlight the long-run importance of asset allocation

The relative performance of different asset classes can vary greatly across historic economic cycles. Performance uncertainty and downside protection underpin the need for both...

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active management has added value in taxable fixed income

10/16/2018

Active management has added value in taxable fixed income

Active managers across many fixed income categories have provided investors with index-beating returns. This is most apparent in the multi-sector bond category, where 89%...

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treasuries outstanding vs funding cost 10 year market chart

09/12/2018

Does Treasury supply matter?

Earlier this year, congress passed a budget projected to expand spending by $300 billion over the two-year deal term. The Treasury, in July, raised...

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08/14/2018

Consumers drive the thesis of emerging market performance

The true potential in emerging market economies occurs when a population moves from low income to the early-stages of middle class. It’s why LGM...

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07/25/2018

Maintaining yield & portfolio insurance

This market chart was originally written by Andrew Osterback, Director and Portfolio Manager, Fixed Income Canada for BMO Global Asset Management (Canada). As we...

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07/17/2018

Municipal bonds can recover quickly

Even after notable market drawdowns of the past two decades, municipal bond investors have historically recovered their losses in less than one year. Examining...

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06/18/2018

The cost of more income

The search for higher yield within various sectors of the fixed income market runs the risk of large drawdowns if things go wrong. Make...

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06/18/2018

Bull market, business as usual

We are currently 9.2 years into the bull market and the S&P 500 has returned 386%. Going back to 1936, the average bull market...

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05/22/2018

Stock market volatility: What is normal?

Heightened volatility served as one of the major talking points for the first quarter of 2018. While February’s 10% drawdown may seem large given...

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05/08/2018

India: Developing with pace

With the help of favorable demographics, India’s economy is expected to continue growing. IMF projections have India becoming the world’s fifth largest economy in...

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05/08/2018

Recovery takes time

Over the past nine years, the S&P 500 has recovered from 10% drawdowns in 54 days on average. However, as of 4/30/2018, it had...

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05/03/2018

Room to run overseas

While global equity markets have been on the rise, the valuations of developed international and emerging market stocks are still below their pre-financial crisis...

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05/01/2018

Global trade is weak relative to historical norms

We have been concerned about the state of world trade for some time. It is a great puller of GDP growth – invariably growing...

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05/01/2018

Not all income is created equally

Proactively seeking income from equities is considered a defensive strategy within the equity asset class, while seeking income from the bond side is often...

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