On March 10th, Peter and PWL’s Senior Researcher, Raymond Kerzérho, hosted the Peter Guay Team’s 2022 webinar. Together, they presented their annual economic review and the impact on PWL portfolios. They also addressed some key topics on the minds of Canadian investors including live Q & A sessions with viewers.
Here are a few highlights from the session:
1:16 – What’s new in the Peter Guay Team
4:26 – 2021 year in review
- A word about Russia
- Asset class returns and PWL portfolio performances
15:38 – The economy in 2021
- Global GDP, unemployment, and inflation rates
- How to reduce government debt
35:41 – Key matters in the capital markets
- Historical inflation & bond yields
- Value vs. growth stocks
- Expected returns, revisions & lessons
50:59 – Portfolios in 2021-2022
- Portfolio direction & strategies
57:50 – Q & A