Episode 29: Year-end Portfolio Tax Strategies

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

  • In the news: The latest news on Inflation

  • Main topic: Year-end Portfolio Tax Strategies – part 1

Episode 28: Are investors expectations of future returns too high?

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:

  • In the news: Wealthsimple’s Change of Heart?

  • Main topic: Are investors expectations of future returns too high? A look at a recent survey by the Large French Money Management firm Natixis

Episode 27: The “Mind the Gap 2021” Report

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:

  • In the news: How the Big Banks are reacting to the new “Know Your Product” Rule

  • Main topic: The “Mind the Gap 2021” report on the cost of investor behaviour

  • Good advice of the day: Five advices from Raymond

Episode 26: What have markets taught us since 2000?

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:

  • In the news: The latest Market Stats as of September 30

  • Main topic: “What have markets taught us since 2000?” – A roundtable

  • Good advice of the day: “Yes, bonds still belong to your portfolio”

  • Listener’s question: “I am concerned with the possible impact of rising government debt levels on my portfolio. How can I preserve capital?”

Episode 25: Emerging Markets Equity

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:

  • In the news: Caisse de Dépôt sells a portion of its Canadian bank stock holdings

  • Main topic: Emerging Markets equity

  • Good advice of the day: “Consider buying Canadian-listed ETFs for US and international equity”

  • Listener’s question: “Are Individual bonds less risky the bond ETFs?”