Personal Wealth Raymond Kerzérho S&P 500 ETFs: To hedge or not to hedge, that is the question PWL Capital 2020-08-28T15:07:13 August 28, 2020 Few Canadian investors question the benefits of diversifying their foreign stock portfolios. The ETF market now offers investors the opportunity to invest in baskets of U.S. and international equity securities at practically paltry management fees.
Personal Wealth Raymond Kerzérho 2020 – Mid-Year Economic and Financial Commentary 2020-07-23T14:07:02 July 23, 2020 The first half of 2020 was one of the most volatile on record. Bear equity markets usually last over a year. The bear market of 2020 — if it is confirmed to be over — will have lasted 39 days and was followed by a rapid recovery.
Market Research Raymond Kerzérho New evidence in favour of total market index funds (not that we needed it!) 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.
Raymond Kerzérho CFA, Director of Research Raymond contributes to PWL with his thirty years of experience in investment strategy and fixed income portfolio management.
Market Statistics – October 2020 Published: November 4, 2020 Looking for reliable data on recent market performance? Here you’ll find a PDF document of the monthly statistics for the various Canadian, U.S. and international markets that we follow.