Episode #76: History of Market Cycles in Nominal and Real Returns
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle invited Raymond Kerzerho, Senior researcher at PWL Capital, to discuss his recently published blog posts that cover the historical performance of stocks and bonds over the last 55 years.
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Episode #75: Review of UBS Global Investment Returns Yearbook 2025
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle review the key findings from the 26th edition of the UBS Global Investment Returns Yearbook for 2025.
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Episode #74: Update on market volatility and review of active vs passive management
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle discuss the current volatility in the stock markets and then revisit the state of ETFs Landscape in Canada, as well as the debate between active and passive funds.
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Episode #73: Review of Hedge Funds: Do They Make Sense for Investors
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle discusses the hedge funds industry with Raymond Kerzerho, PWL’s Senior Researcher.
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Episode #72: Investing Lessons From 2024
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle continue their annual tradition of sharing Investing Lessons of the prior year, 2024.
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Episode #71: 2024 Capital Markets Year in Review: Another spectacular year!
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle reviews the global capital markets performances for 2024. They will be pulling performance data points from our market statistics page, a document you can find on our website Capital Topics, a valuable tool to follow today’s discussion and to review and assess the performance of your portfolios.
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Episode #70: Can a Crystal Ball Really Make You Rich?
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle will be covering a recent study by Victor Haghani and James White from Elm Partner Management in the U.S. The study's title is “When Having a Crystal Ball Isn’t Enough to Make You Rich.” Having that crystal ball to predict markets is every investor’s dream. But is having that crystal ball enough to make us rich?
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Episode #69: 2024 Year- End Tax Planning
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing Year-End Tax Planning strategies highlighting the 2024 Federal Budget proposed changes on Capital Gains Tax.
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Episode #68: Proof That Investor Behavior Has a Negative Impact on Their Performance
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing the Morningstar U.S Mind the Gap 2024 report. This report highlights how investor mistiming the market had an impact on their performance.
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Episode #67: Why owning individual stocks in a portfolio has a high probability of a negative outcome
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing a paper published in July 2024 by professor Hendrik Bessembinder titles “Which U.S. Stocks Generated the Highest Long-Term Returns?”. His findings in this research paper make the case that owning individual stocks in a portfolio has a high probability of a negative outcome.
info_outlineIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects:
- In the News: 2022 Market Statistics
- Main Topic: 2022 Investing Lessons & 2023 Outlook
-Market Statistics – Parkyn Doyon La Rochelle – December 2022: Market Statistics - Parkyn Doyon La Rochelle - December 2022 - PWL Capital
-Podcast #45: Bond Investing A New Landscape: Episode 45: Bond Investing A New Landscape — Capital Topics
-Podcast #44: Central Banks and Recessions: Episode 44: Central Banks and Recessions — Capital Topics
-Podcast #43: Retirement Income Planning: Should Your Portfolio Withdrawals Vary with the Market?: Episode 43: Retirement Income Planning: Should Your Portfolio Withdrawals Vary with the Market? — Capital Topics
-Dimensional’s Article: Market Review 2022: After a Down Year, Looking to the Past as a Guide | Dimensional
-Jason Zweig’s Article: Mirror, Mirror on the Wall, Who Knew That Stocks Would Fall? - WSJ
-Larry Swedroe’s Article: Fourth Quarter 2022 Economic Review and Outlook - Articles - Advisor Perspectives
“The Psychology of Money” by Morgan Housel: The Psychology of Money: Timeless lessons on wealth, greed, and happiness: Housel, Morgan: 9780857197689: Books - Amazon.ca