Ideas & Insights Our Advisors Our Teams Resources White Papers 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 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 Are You Ready for the Next Bear Market? PWL Capital 2018-11-16T16:35:37 November 16, 2018 Almost 10 years after the 2009 stock market low, many investors are wondering whether another bear market is around the corner. Unfortunately, no one can predict the exact timing of a bear market. This being said, if you’re an investor with long-term goals, it’s in your best interest to adopt a strategic framework to guide your investment choices. Market Research PWL Capital Raymond Kerzérho How PWL Estimates Future Inflation 2018-11-2T14:00:54 November 2, 2018 PWL Capital has been producing its own projections of future stock and bond returns for the last five years. These projections are a key input in preparing financial plans for our clients. The bedrock of these projections is the estimated rate of inflation. Market Research PWL Capital Raymond Kerzérho Should you invest in “smart beta” funds? 2018-10-26T10:27:46 October 26, 2018 The current trend in the world of investment funds is “smart beta.” The approach meets investors’ growing demand for funds that generate returns above the benchmark indices, without the exorbitant fees generally associated with traditional management involving the analysis of individual securities. In short, smart beta suggests that it can add value even after deduction of costs. Market Research PWL Capital Raymond Kerzérho Checklist for your portfolio 2018-09-24T09:57:27 September 24, 2018 I’m sometimes asked for my opinion about the portfolio of an investor who calls on the services of my employer, PWL Capital. Today’s blog post covers some of the most common flaws of the portfolios I’ve analyzed over the past few months. Do you recognize certain features of your own portfolio? Market Research PWL Capital Raymond Kerzérho ESG Investing: Nothing Wrong in Doing Good 2018-08-8T10:00:04 August 8, 2018 Growing demand from our clients spurred PWL to carry out an in-depth study of a portfolio management approach revolving around environmental, social and governance (ESG) objectives. Research Department IIROC AdvisorReport Ideas & Insights Our Advisors Our Teams Resources White Papers 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 Are You Ready for the Next Bear Market? PWL Capital 2018-11-16T16:35:37 November 16, 2018 Almost 10 years after the 2009 stock market low, many investors are wondering whether another bear market is around the corner. Unfortunately, no one can predict the exact timing of a bear market. This being said, if you’re an investor with long-term goals, it’s in your best interest to adopt a strategic framework to guide your investment choices.
Market Research PWL Capital Raymond Kerzérho How PWL Estimates Future Inflation 2018-11-2T14:00:54 November 2, 2018 PWL Capital has been producing its own projections of future stock and bond returns for the last five years. These projections are a key input in preparing financial plans for our clients. The bedrock of these projections is the estimated rate of inflation.
Market Research PWL Capital Raymond Kerzérho Should you invest in “smart beta” funds? 2018-10-26T10:27:46 October 26, 2018 The current trend in the world of investment funds is “smart beta.” The approach meets investors’ growing demand for funds that generate returns above the benchmark indices, without the exorbitant fees generally associated with traditional management involving the analysis of individual securities. In short, smart beta suggests that it can add value even after deduction of costs.
Market Research PWL Capital Raymond Kerzérho Checklist for your portfolio 2018-09-24T09:57:27 September 24, 2018 I’m sometimes asked for my opinion about the portfolio of an investor who calls on the services of my employer, PWL Capital. Today’s blog post covers some of the most common flaws of the portfolios I’ve analyzed over the past few months. Do you recognize certain features of your own portfolio?
Market Research PWL Capital Raymond Kerzérho ESG Investing: Nothing Wrong in Doing Good 2018-08-8T10:00:04 August 8, 2018 Growing demand from our clients spurred PWL to carry out an in-depth study of a portfolio management approach revolving around environmental, social and governance (ESG) objectives.