Global Economics & Capital Markets

Episode 50: 2023 Update on Expected Returns

In this Episode, James Parkyn & François Doyon La Rochelle welcome back their dear colleague Raymond Kerzerho, PWL’s Senior Researcher & Head of Shared Services Research. Together they discuss the update of the Capital Market Assumptions for Expected returns titled “Financial Planning Assumptions”, that he produced with PWL’s Head of Research & Client Education, Ben Felix.

Links:

- Financial Planning Assumptions (Market Capitalization Weighted Portfolio) - PWL Capital  by Raymond Kerzerho & Benjamin Felix (February 22, 2023)

-Financial Planning Assumptions (Factor Tilted Portfolio) - PWL Capital  by Raymond Kerzerho & Benjamin Felix (February 22, 2023)

Episode 48: 2022 Investing Lessons & 2023 Outlook

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

  • In the News: 2022 Market Statistics

  • Main Topic: 2022 Investing Lessons & 2023 Outlook

Episode 45: Bond Investing A New Landscape

 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: Update on the new FHSA’s

  • Main Topic: Bond Investing, the New Landscape

Episode 44: Central Banks and Recessions

 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: Bear Markets and Tax-loss selling

  • Main Topic: Central Banks: Policy making challenges and Recessions