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Anthony Layton MBA, CIM

Chairman & CEO, Portfolio Manager

Peter Guay MBA, CFA

Portfolio Manager
Contact
  • T514.875.7566 x 224
  • 1.800.875.7566
  • F514.875.9611
  • Place Alexis Nihon
  • 3400 de Maisonneuve Ouest,
    Suite 1501
  • Montreal, Quebec H3Z 3B8

Our Perspectives on Asset Classes

November 24, 2011 - 0 comments

Every six months, PWL’s Portfolio Managers converge in Montreal to discuss and debate the current state of economies, markets and asset classes. Raymond Kerzerho, PWL’s Director of Research who writes the monthly Economic Pulse, compiles and tracks a number of economic statistics, market indicators and asset class valuation metrics to feed this discussion. The result is an asset class dashboard that guides our re-balancing decisions going forward.

I’ve attached the Executive Summary of our most recent meeting. As always, don’t hesitate to contact us if you have any questions or would like to discuss.

Best regards,
Tony & Peter

By: Anthony Layton & Peter Guay with 0 comments.
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