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.
Tony & Peter