Personal Wealth PWL Capital Fair Winds and Following Seas, Captain PWL Capital 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.
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?
Raymond Kerzérho CFA, Director of Research Raymond contributes to PWL with his thirty years of experience in investment strategy and fixed income portfolio management.
