Market Research James Parkyn How to participate in the IPO boom without taking the risk PWL Capital 2021-06-9T11:21:08 June 9, 2021 One of the remarkable features of the bull market over the past year has been frenzied activity in initial public offerings (IPOs). Around the world, […]
Market Research Capital Topics Episode 17: The competition between passive and active funds 2021-05-26T09:00:54 May 26, 2021 In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:
Market Research Raymond Kerzérho Reach the Top 2021-05-6T10:29:33 May 6, 2021 How would you like to be at the top of the class with your investments? As in many other areas, standing out with your investment results requires good documentation. To do this, a good starting point is the report published by the research firm Standard and Poor’s (also known as the “SPIVA®” report or “Standard and Poor’s Index versus Active”) on the performance of actively managed mutual funds in Canada.
Market Research Capital Topics Episode 14: Portfolio Expected Returns 2021-04-14T09:00:34 April 14, 2021 In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects
Personal Wealth Investing in 2021: Ready for the Unexpected 2021-04-13T11:59:39 April 13, 2021 This presentation was recorded on March 23, 2021. Thank you for watching! Download a PDF of the slides: Layton-Guay 2021 Luncheon Presentation
Market Research Peter Guay The days are long, but the years are short 2021-04-1T15:39:49 April 1, 2021 “The days are long, but the years are short.” I quoted this in my market update letter of March 2020, in the heat of the pandemic induced stock market panic. And here we are, one year later already.
Market Research Raymond Kerzérho ESG Exchange Traded Funds: A few facts to help you navigate them 2021-03-24T10:10:33 March 24, 2021 The Canadian market includes 38 environmental, social and governance (ESG) or “socially responsible” ETFs. The choice is so vast that it’s hard to navigate. I offer you some information to see more clearly.
Business Wealth Peter Guay Investments lessons from a truly long-term perspective 2021-03-19T14:53:53 March 19, 2021 Earlier this month, Credit Suisse published its Global Investment Returns Yearbook 2021, an excellent resource that’s chock-a-block with information on how markets have evolved over the very long-term.
Market Research James Parkyn Learning the lessons of the bond market sell-off 2021-03-18T08:30:23 March 18, 2021 The stock market is definitely the star of the investing world—it gets most of the attention from the media, analysts and individual investors.
Market Research Peter Guay Could higher inflation derail the post-COVID recovery? 2021-03-5T09:27:05 March 5, 2021 A lot of people are worrying these days that an inflation fire is being lit that will be hard to put out as the economy […]
Market Research Capital Topics Episode 11: Are we in a stock market bubble 2021-03-3T09:00:10 March 3, 2021 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 Merging with a SPAC, the new exit strategy for VC-backed firms