Research Department IDEAS & INSIGHTS Resources Menu IDEAS & INSIGHTS Resources IDEAS & INSIGHTS Resources Research Benjamin Felix Portfolio Manager, Head of Research, MBA, CFA, CFP®, CIM®, F.PI. PWL Capital Team Raymond Kerzérho Senior Researcher, Head, Shared Services Research, CFA PWL Capital Team CIRO Advisor Report Market Research Raymond Kerzérho 2023 Economic and Financial Commentary PWL Capital 2024-01-16T11:00:00 January 16, 2024 2023 was marked by positive returns in all asset classes with the help of a massive rally near year-end. Despite the outbreak of the war […] Market Research Posted vs. Forward-Looking MERs Oct 20, 2021 Market Research Behavioural Finance Raymond Kerzérho How to control anti-return behaviour Oct 6, 2021 Behavioural Finance Market Research Raymond Kerzérho Reach the Top May 6, 2021 Market Research Market Research Raymond Kerzérho ESG Exchange Traded Funds: A few facts to help you navigate them Mar 24, 2021 Market Research Market Statistics – January 2023 Published: February 2, 2023 All figures in CAD unless mentioned otherwise Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics […] Resources Personal Wealth Financial Planning Assumptions (Market Capitalization Weighted Portfolio) Published: February 22, 2023 Contributors Personal Wealth Financial Planning Assumptions (Factor Tilted Portfolio) Published: February 22, 2023 Contributors Personal Wealth Goals Survey Summary Published: October 20, 2022 Contributors Evidence Based Investing The Passive Vs. Active Fund Monitor (2021) Published: April 13, 2022 Contributors Personal Wealth Financial Planning Assumptions Published: March 17, 2022 Contributors Personal Wealth Financial Planning Assumptions Published: October 21, 2021 Contributors
Market Research Raymond Kerzérho 2023 Economic and Financial Commentary PWL Capital 2024-01-16T11:00:00 January 16, 2024 2023 was marked by positive returns in all asset classes with the help of a massive rally near year-end. Despite the outbreak of the war […]
Behavioural Finance Raymond Kerzérho How to control anti-return behaviour Oct 6, 2021 Behavioural Finance
Market Research Raymond Kerzérho ESG Exchange Traded Funds: A few facts to help you navigate them Mar 24, 2021 Market Research
Market Statistics – January 2023 Published: February 2, 2023 All figures in CAD unless mentioned otherwise Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics […]
Personal Wealth Financial Planning Assumptions (Market Capitalization Weighted Portfolio) Published: February 22, 2023 Contributors
Personal Wealth Financial Planning Assumptions (Factor Tilted Portfolio) Published: February 22, 2023 Contributors
Evidence Based Investing The Passive Vs. Active Fund Monitor (2021) Published: April 13, 2022 Contributors