Ideas & Insights Our Advisors Our Teams Resources White Papers eBook Market Statistics Model Portfolios Important Documents Recommended Readings Calculators What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance Safe-Keeping your Assets World Class Partners Research Department Perspective Newsletter Careers Contact Us Raymond Kerzérho CFA, Director of Research Raymond contributes to PWL with his thirty years of experience in investment strategy and fixed income portfolio management. Ideas & Insights Team Contact Menu Ideas & Insights Team Contact Raymond contributes to PWL with his thirty years of experience in investment strategy and fixed income portfolio management. A passionate blogger, he writes a monthly column in French-language newspaper Les Affaires and hosts the French podcast “L’investissement Décomplexé”. Raymond also teaches finance part-time at McGill University. Contact Raymond Kerzérho Market Research Raymond Kerzérho New evidence in favour of total market index funds (not that we needed it!) PWL Capital 2020-06-18T09:35:51 June 18, 2020 How’s your portfolio holding up in volatile 2020? For many investors, it depends on what they have in there. Personal Wealth How reliable is your dividend income in a recession? 2020-04-17T15:43:24 April 17, 2020 Over the past couple of weeks, the stock market has recovered some of the ground it lost when the seriousness of the COVID-19 crisis became clear. We don’t know where the markets will go from here, but one thing investors have always been able to count on is dividend income. Personal Wealth Raymond Kerzérho The Impact of March 2020 on Your Portfolio 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 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. Research Department IIROC AdvisorReport Ideas & Insights Our Advisors Our Teams Resources All Resources White Papers eBook Market Statistics Important Documents Model Portfolios Recommended Readings Calculators Checklists What We Do Who We Are Our Story Our Board Members Management Team Governance & Internal Controls Compliance World Class Partners Research Department Contact Us Client Login FR
Market Research Raymond Kerzérho New evidence in favour of total market index funds (not that we needed it!) PWL Capital 2020-06-18T09:35:51 June 18, 2020 How’s your portfolio holding up in volatile 2020? For many investors, it depends on what they have in there.
Personal Wealth How reliable is your dividend income in a recession? 2020-04-17T15:43:24 April 17, 2020 Over the past couple of weeks, the stock market has recovered some of the ground it lost when the seriousness of the COVID-19 crisis became clear. We don’t know where the markets will go from here, but one thing investors have always been able to count on is dividend income.
Personal Wealth Raymond Kerzérho The Impact of March 2020 on Your Portfolio 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 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.