Market Research Raymond Kerzérho Arguments against indexing PWL Capital 2019-02-13T10:00:14 February 13, 2019 Yes, they did! In 2018, passively managed index funds once again increased their market share in the United States, rising from 35% to 37%, according to Morningstar. So, is this good or bad? Should you follow the trend?
Market Research PWL Capital Raymond Kerzérho Even with equal fees, I prefer passive ETFs! 2019-01-25T11:00:13 January 25, 2019 Shock and awe! In 2018, Vanguard Canada, a fervent advocate of passive management, launched traditional, actively managed mutual funds. Actively managed mutual fund companies also successively launched their own array of exchange traded funds (ETFs). As a result, the great majority of the Canadian market’s 33 suppliers now offer mainly active management. Are we looking at the end of passive ETFs?
Personal Wealth PWL Capital PWL Capital Fair Winds and Following Seas, Captain 2019-01-17T15:26:53 January 17, 2019 We are saddened by the passing of John Bogle, founder of the Vanguard Group. He was 89.
Market Research PWL Capital Raymond Kerzérho Are You Ready for the Next Bear Market? 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.
Raymond Kerzérho CFA, Director of Research Raymond contributes to PWL with his thirty years of experience in investment strategy and fixed income portfolio management.
