Insights

INSIGHTS  /  CHARTS

Charts

higher inflation, financial markets
Moderately higher inflation shouldn't unsettle markets

Our chart shows S&P 500 returns under various inflation environments, and indicates that moderately increasing inflation is not typically a drag on equities.

April 2018


yield curve, inverted
What does a flattening yield curve mean for the U.S. economy?

Our chart shows that an inverted yield curve has preceded past U.S. recessions. Find out what history tells us about the start of the next recession.

April 2018


equity valuations, equity returns
A Caution Signal for the U.S. Equity Market?

Forward-looking U.S. equity valuations are at levels that would suggest future returns may be less robust, as shown in chart.

April 2018


political shocks, equity returns
Setbacks From Shocks Are Often Short-Lived

Our chart shows that market declines from political and economic shocks are often short-lived and can be followed by strong equity returns.

March 2018


bear markets, long-term investing
Bear Markets Look Less Fierce With a Long-Term Perspective

For long-term investors, bear markets aren't something to fear. See our latest chart for some perspective.

March 2018


FANGs, US valuations, tech stocks
Feeling the Bite From U.S. Valuations? Remove its FANGs

Our chart shows that U.S. valuations are not as high as they seem when removing the largest tech stocks, and are comparable to overseas markets.

October 2017


bear markets, market correction
Not All Bear Markets Are Created Equal

Our chart shows that when bear markets occur during an economic expansion rather than a recession, they tend to be much shorter and less severe.

September 2017


India, China, fastest growing economy
Trading Places: India Surpasses China as Fastest Grower

Our chart shows the path India has taken to pass China as the world's fastest growing economy.

August 2017


perspective market cap valuations
Perspective on U.S. and Non-U.S. Valuations

Market capitalization of U.S. companies is nearing an all-time high while market cap for European and Japanese companies is below average, as seen in our chart.

August 2017


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rising rates, U.S. Fed
Who Said Rising Rates Were Bad for Bonds?

With the prospect of higher interest rates in North America, it's helpful to remember that rising rates aren't always bad for bonds.

July 2017


msci, us investing
Seeking Higher Returns Outside the U.S.? Consider More U.S. Exposure.

Our chart shows that international stocks have higher returns than the overall market — when they have exposure to the U.S. economy.

June 2017


political uncertainty, wesley phoa, brexit
Why Have Investors Shrugged Off Political Uncertainty?

Markets have been calm despite an uncertain economic and political environment.

May 2017


euro, euro zone
Surprise! The Euro-zone Economy Has Been Stronger Than Expected

Europe's economic surprise index reached highest level since 2013.

March 2017


dividends, emerging markets
Dividends Are on the Rise in Emerging Markets

Relatively low payout ratios in emerging markets leave room for even more dividend growth.

March 2017


eurozone, European union
Light at the End of the Tunnel in the Euro Zone?

Optimism is improving for the euro zone economy.

March 2017


globalization, TPP, global trade
Is the World Deglobalizing?

A look at how world trade volume has been decelerating in recent years, including a timeline of key events in the globalization of trade.

February 2017


MCI index, Canadian dollars
Global Diversification Can Help Investment Results

A diverse equity asset allocation across regions may help investors capitalize on broader investment themes that transcend their preferred region.

February 2017


United States expansion
The U.S. Expansion Is Old, but Age Is Just a Number

Some worry that this U.S. recovery is long in the tooth, but the current expansion continues to show that age is nothing but a number.

February 2017


Technology companies, dividends
Looking for Income? Technology Stocks May Be an Option

More dividend-paying technology stocks could provide more investment options to those seeking income in a low-yield world.

February 2017


China, new and old economies
Profitability Gap Between China’s New and Old Economies Widening

China’s transition from an investment-led to a consumer-based economy has been underway for years, but the contrast of company profitability between these sectors has never been clearer.

February 2017