Episode #80: Financial Bubbles – Investing Beyond the Fear of Bubbles
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle discuss financial market bubbles history and perspectives.
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Episode #79: Are your expectation of Market returns too high?
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle welcome back PWL’s Senior Researcher, Raymond Kerzérho, to discuss expected returns.
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Episode #78: Is it time to change your allocation to US Stocks
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle discuss a frequent question they are receiving from their clients: “Should we reduce our allocation to US Stocks?”.
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Episode #77: 2025 Mid-Year Market Check-In: Navigating the Unpredictable
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle review the global capital markets performances for the first half of 2025.
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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.
info_outlineIn this Episode, James Parkyn & François Doyon La Rochelle give a brief overview of how registered education savings plan works and what are the best strategies to tap into your RESP savings most efficiently.
They also drill down into the stock component of your portfolio and on how much global exposure you should have.
Links to share:
- The Debate About the 60/40 Balanced Portfolio and the Review of the RRIF Mandatory Withdrawal Rules — Capital Topics By James Parkyn & François Doyon La Rochelle
- Capital Topics episode 23: The High Cost of Investing in Hedge Funds - PWL Capital By James Parkyn, Raymond Kerzérho & François Doyon La Rochelle
- Canadian Home Bias: A Case for Global Equity Diversification | Vanguard Canada By Bilal Hasanjee - Vanguard
- Global equity investing: The benefits of diversification and sizing your allocation (vanguard.com) By Scott J. Donaldson, Harshdepp Ahluwalia, Giulio Renzi-Ricci, Victor Zhu & Alexander Aleksandrovich – Vanguard
-The Canadian Equity Market Isn’t as Canadian As it... | Morningstar By Dan Lefkovitz