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BMO Long-Term Capital Market Assumptions


The following paper outlines our capital market assumptions (CMAs) over a 10-year time horizon. Our strategists update the CMAs annually using proprietary models along with input from our global team of investment professionals.

 

By providing the rationale for our strategic asset allocation across equities, fixed income and alternatives, CMAs support BMO Global Asset Management’s overall approach to multi-asset investment. We use these assumptions to offer a variety of portfolio construction options to clients, enabling them to better understand risk/return expectations and enabling us to tailor solutions to more refined objectives.

 


Prepared by

 

Yung-Yu Ma, Ph.D. Chief Investment Strategist BMO Wealth Management

Yung-Yu Ma, Ph.D.

Chief Investment Strategist

BMO Wealth Management

Irina Pacheco, CFA Quantitative Strategist and Portfolio Manager – Multi Assets Solutions BMO Global Asset Management

Irina Pacheco, CFA

Quantitative Strategist and Portfolio Manager – Multi Assets Solutions

BMO Global Asset Management

To download the full report, please complete the fields below.

To download the full report, please complete the fields below.