Market Research Raymond Kerzérho Checklist for your portfolio PWL Capital 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.
Market Research PWL Capital Raymond Kerzérho Reducing Taxes on Your Portfolio Income 2018-05-14T10:00:10 May 14, 2018 Income tax is the largest expense in the budget of many Canadians, with shelter coming in a close second. For Ontario residents, the effective tax rate on a $100,000 working income is roughly 25%.
Market Research PWL Capital Raymond Kerzérho Ten reasons to love the new Vanguard asset allocation ETFs 2018-04-13T11:00:58 April 13, 2018 The February launch of Vanguard’s asset allocation ETFs made a big splash among market observers in the passive fund world. In his March column, my colleague from Les Affaires Yves Bourget expressed serious reservations about them.
Market Research PWL Capital Raymond Kerzérho Are equity markets really as expensive as people say? 2018-04-2T10:00:02 April 2, 2018 I often read texts by commentators who are worried about stock markets breaking one record after another over the past few years. They think that share prices have become too high and are therefore vulnerable to an eventual correction. But is that really true? And if so, is it a good idea to sell your equities and fall back on cash?
Raymond Kerzérho CFA, Director of Research Raymond is the Director of Research at PWL Capital. He rigorously analyzes PWL’s investment strategies and makes sure they are well supported by academic research. Raymond has worked extensively as an institutional portfolio manager, with a particular focus on fixed-income securities and derivative products.
