Market Research

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects: Our mid-year review of asst class returns

ETFs and mutual funds report their Management Expense Ratio (MER) semi-annually in their Management Report of Fund Performance (MRFP). The reported MER is the sum of the fund’s total management fees plus total operating expenses plus sales tax for the last year, all divided by the fund’s average assets for the period.

If you follow the business news, you know there’s been a lot of speculation lately about whether we’re heading into a period of persistent high inflation.

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 results of CPP Investments

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, […]

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

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.

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

This presentation was recorded on March 23, 2021. Thank you for watching! Download a PDF of the slides: Layton-Guay 2021 Luncheon Presentation  

“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.