Personal Wealth Raymond Kerzérho The Impact of March 2020 on Your Portfolio PWL Capital 2020-04-2T16:58:18 April 2, 2020 We have just gone through one of the most difficult months for investors. The worst part of it wasn’t the steep decline in our portfolio values, it’s been not knowing what’s coming up next. While it is surreal to see the world economy freeze up due to the global pandemic, it’s important to remember that equity bear markets, and the damage they inflict on portfolios, are part of an investor’s life.
Personal Wealth Peter Guay Covid-19 and the markets: Your questions answered 2020-04-2T14:49:24 April 2, 2020 Over the past weeks, we’ve received a number of calls and messages from clients about the sudden decline in the stock market caused by the Covid-19 pandemic.
Personal Wealth Graham Westmacott Are My Savings Goals in Ruins? 2020-03-31T11:05:56 March 31, 2020 Stocks have fallen approximately 25% since the start of the year. Does this mean my retirement plans and other financial goals are in ruins?
Personal Wealth Raymond Kerzérho The Bear Market, Temporary Factors and Portfolio Strategy 2020-03-30T09:00:41 March 30, 2020 The current bear market is unique. The global coronavirus pandemic has brought large segments of the world economy to a halt. Some economists are forecasting a 25% decline of the U.S. GDP (annualized) for the second quarter.
Market Research Raymond Kerzérho The Recent Volatility in Bond ETFs Explained 2020-03-24T09:38:21 March 24, 2020 PWL invests in fixed income markets with high-quality bond ETFs and/or mutual funds for our clients’ portfolios. The bond ETFs and mutual funds generally act as a counterweight to the greater risk of equity investments.
Behavioural Finance The Rational Reminder Podcast: Bear Markets: Always Different, Always the Same 2020-03-23T10:36:11 March 23, 2020 In our second special release episode during the 2020 COVID-19 bear market we discussed a broad history of US bear markets from 1900 to 2020, the recent volatility in the bond market, bond ETF NAV spreads, a nuance in the legislation on tax-loss harvesting, and some of the tax-related changes that Canada has rolled out in light of the current situation.
Behavioural Finance Peter Guay ETFs and the financial system remain sound in difficult times 2020-03-20T15:07:08 March 20, 2020 The sudden ratcheting up of the coronavirus crisis has made for an anxious couple of weeks on every front—health, family, work and finances—and there’s more uncertainty to come.
Personal Wealth The Two Most Important Words in Investing 2020-03-18T10:58:49 March 18, 2020 In the opening sentence to his book on Asset Management, published in 2014, Professor Andrew Ang said: “The two most important words in investing are bad times”
Personal Wealth Raymond Kerzérho The Coronavirus Crisis: Is the Economic Policy Response Sufficient? 2020-03-17T08:48:05 March 17, 2020 Last week’s events marked a turning point in the coronavirus crisis, with governments around the world announcing stringent measures to contain the spread of the virus. Let’s face facts: this crisis may bring a recession. From an economic standpoint, the public-health measures inflict short-term pain in return for long-term gains.
Personal Wealth Nancy Graham Turning 18? Five Smooth Financial Moves You Can Make 2020-02-13T11:00:59 February 13, 2020 Are you or one of your kids about to turn 18? Congratulations! It’s exciting to become an adult. No more of that, “If you’re living in our house, you’re living under our rules” stuff. I bet you won’t miss that.
Personal Wealth Peter Guay Private investments: Approach with caution 2020-02-7T10:07:09 February 7, 2020 One of the biggest developments in asset management over the last decade has been the tremendous growth of investment products in private equity, venture capital, real estate and infrastructure.
