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Client Experience
Valuation: The Key to Understanding Past and Expected Returns
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?
Market Outlooks
South Korean Stocks: Has the Luster Faded After a Strong Finish to 2020?
Gareth Lyons and Nabil Salem discuss the somewhat unusual South Korean stock market--unusual in that, this tech-dominated market remained attractively priced until recently. Lyons and Salem review the recent valuation history of this market, analyze drivers of outperformance in 2020, and summarize their current views on South Korea as an asset allocation opportunity.
Behavioral Finance
Rules as Tools: Using Heuristics to Help Empower Financial Success
People often use simple mental shortcuts, also called heuristics, when they make everyday decisions. But can these rules of thumb improve financial well-being? We studied commonly used rules of thumb in four financial categories (saving, spending, investing, and debt management).
Market Outlooks
BMO Market Charts: March 29, 2021
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Regardless of investment style, dividends have made a significant contribution to the long-term total return of U.S. large-cap equities.
Market Outlooks
Weekly Market Snapshot: March 26, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Fixed Income Insights
BMO Market Charts: March 19, 2021
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At this timelast year, equity markets were in free-fall as the effects of the coronavirus rapidly developed. One year later, equities have recovered and are now above their 2020 pre-crisis peaks.
Market Outlooks
Weekly Market Snapshot: March 19, 2021
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts: March 16, 2021
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While municipal bond spreads have tightened as a whole, spreads of lower quality investment grade muni bonds remain elevated above early 2020 levels.
Market Outlooks
Weekly Market Snapshot: March 12, 2021
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.