Market Research Raymond Kerzérho ESG Exchange Traded Funds: A few facts to help you navigate them PWL Capital 2021-03-24T10:10:33 March 24, 2021 The Canadian market includes 38 environmental, social and governance (ESG) or “socially responsible” ETFs. The choice is so vast that it’s hard to navigate. I offer you some information to see more clearly.
Living in Retirement Rational Reminder Podcast Episode 135: William Bengen: The 5% Rule for Retirement Spending 2021-02-4T10:00:14 February 4, 2021 At a time when the financial community provided inconsistent retirement advice, the 4% withdrawal rate was a data-backed strategy that revolutionized retirement planning.
Market Research Raymond Kerzérho Currency Hedging of S&P500 Funds: A Deeper Dive 2020-12-18T09:00:36 December 18, 2020 In a previous blog post, I had estimated that the residual currency effect (RCE) of Canadian-listed S&P500 funds has cost investors 0.99% since January 2000 and 0.67% since May 1993
Personal Wealth Raymond Kerzérho S&P 500 ETFs: To hedge or not to hedge, that is the question 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.
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 – March 2021 Published: April 6, 2021 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.