Episode 63: Update on the Results of Active vs Passive Management for 2023 & Review of the 2024 Federal Budget and the New Rules That Affect Investors

Update on the Results of Active vs Passive Management for 2023 & Review of the 2024 Federal Budget and the New Rules That Affect Investors

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle at PWL Capital Montreal start by giving an update on the results of active vs passive management for 2023. 

They then review the 2024 Federal Budget and the New Rules that affect Investors.

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #63! 

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.  

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital. 

In this episode, we will discuss the following points: 

  • First, we will give you an update on the result of active vs passive management for 2023. 

  • And next, for our second topic, we will review the 2024 Federal Budget and the New Rules that affect Investors. 

Enjoy! 

1) UPDATE ON THE RESULTS OF ACTIVE VS PASSIVE MANAGEMENT FOR 2023  :

François Doyon La Rochelle: For our first topic today, as we have done in the past, we will look at the results of active management versus passive or in other words, indexing strategies for 2023. This is an annual exercise that we perform. We look at the data from a report produced by S&P Dow Jones Indices which measures the results of the S&P Indices versus active funds. This report is called the SPIVA Canada Scorecard.  

James Parkyn : Yes François, in addition to the SPIVA Scorecard we also look at the results of the Morningstar U.S. Active vs Passive Barometer report which compares the performance of active funds against their respective passive peers. Although this is a U.S.-centric report, we feel that it is more complete than the SPIVA report since Morningstar measures the rate of success of active managers against the results of actual passive funds and not indexes. …Read More

Episode 62: The Parkyn – Doyon La Rochelle eBook Guide to the New Retirement

The Parkyn – Doyon La Rochelle eBook Guide to the New Retirement

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle at PWL Capital Montreal present James’ latest eBook called “The New Retirement”

This easy-to-follow guide summarizes the topic in 12 pages and can be used as a toolbox for future retirees and their spouses.

 

If you have questions about your retirement, get in touch today with the team parkyn-doyon la rochelle at pwl capital montreal to learn how we can help you reach your financial goals.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:

You’re listening to Capital Topics, episode #62!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In this episode, we will review our team’s new ebook authored by James Parkyn entitled “The New Retirement”.

Enjoy!

1) THE PDL EBOOK GUIDE TO THE NEW RETIREMENT :

François Doyon La Rochelle: Hello, James! How are you today?

James Parkyn: I'm very good, François, and how are you?

François Doyon La Rochelle: I'm good. Thank you. I will start this off for our Listeners. In the spring of 2022, we published two Podcasts #39 and #40 on the Topic of the New Retirement. These Episodes were and continue to be very popular with clients and prospective clients. Many asked us if we could produce this in the form of an eBook. Today we are proud to present our latest eBook called the “New Retirement”. As our regular Listeners know, we have produced many eBooks in the last few years on different topics. All are available on the Capital Topics website and our PWL Capital Team Page. So, James what do you want to share with our Listeners today?…Read More

Episode 61: 2023 Update on PWL’s Expected Returns and a Review of Professor Scott Cederburg’s paper on life cycle asset allocation.

2023 Update on PWL’s Expected Returns and a Review of Professor Scott Cederburg’s paper on life cycle asset allocation.

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle discuss the updated PWL long term expected returns on asset classes with PWL’s senior researcher Raymond Kerzérho.

Then, they review with him a research paper from Professor Scott Cederburg on life cycle asset allocation.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #61!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In this episode, we will discuss the following points with Raymond Kerzerho, PWL’s Senior Researcher:

First, we will give you an update on PWL Capital’s long term expected returns on asset classes.

And next, for our second topic, we discuss a groundbreaking paper from Professor Scott Cederburg on life cycle asset allocation.

Enjoy!

1) UPDATE ON PWL CAPITAL’S EXPECTED RETURNS :

Francois Doyon La Rochelle: Hello, James! How are you today?

James Parkyn: I'm very good, Francois, and how are you?

Francois Doyon La Rochelle: I'm good. Thank you.

Francois Doyon La Rochelle: So, as I've mentioned in my introduction to help us tackle the 2 topics at hand for today, we have invited Raymond Kerzérho, PWL Senior researcher.

So good morning to you, Ray. It's good to have you back on the podcast.…Read More

Episode 60: 2023 Investing Lessons and the review of “The Price of Time” by Edward Chancellor

2023 Investing Lessons and the review of “The Price of Time” by Edward Chancellor

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle will continue their yearly tradition and discuss the Investing Lessons of 2023

Then, they review “The Price of Time” by Edward Chancellor, a book that they highly recommend for all their listeners.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #60!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In this episode, we will discuss the following points:

For our first topic, we discuss the investing lessons of 2023.

And next, for our main topic, we will review the book titled “The Price of Time” by Edward Chancellor.

Enjoy!

1) 2023 INVESTING LESSONS :

François Doyon La Rochelle: I will start. In our last podcast, #59, we reviewed the capital markets results for 2023 and by doing so we underlined the main economic and geopolitical events that we believe have shaped the capital markets results last year. This being said every year brings valuable lessons to investors to help us stay disciplined and focused on the long-term and avoid being deterred by the short-term noise. So, James, as we do every year at this time, let’s review the Investing Lessons of 2023…Read More

Episode 59: 2023 Capital Markets Year in Review and How to Measure Your Portfolio Performance

2023 Capital Markets Year in Review and How to Measure Your Portfolio Performance

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle will start the new year by covering the global capital markets performance for 2023.

Then, they tackle how to measure your portfolio performance. Which goes hand in hand with the first topic.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #59!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In this episode, we will discuss the following points:

For our first topic, we will review the 2023 Market Statistics.

And next, for our main topic, we will discuss how to measure your portfolio performance.

Enjoy!

1) 2023 CAPITAL MARKETS YEAR IN REVIEW :

François Doyon La Rochelle: Before we start, I would like to wish our audience a happy, healthy, and prosperous New Year. This being said we have two timely topics to cover today. So, with another year passing by, I will start and cover the global capital markets performance for 2023. To help with the discussion, I will be going through our market statistics page, a document you can find on our website Capital Topics in the resources section, or directly on our team’s page on the PWL Capital website…Read More