loader from loading.io

Episode #59: 2023 Capital Markets Year in Review and How to Measure Your Portfolio Performance

Capital Topics

Release Date: 01/17/2024

Episode #83: 2025 Capital Markets Review: A Banner Year for Investing Lessons show art Episode #83: 2025 Capital Markets Review: A Banner Year for Investing Lessons

Capital Topics

In this Episode, James Parkyn & François Doyon La Rochelle break down the key stock market statistics from 2025 and unpack the biggest lessons the year taught investors.

info_outline
Episode #82: Investor Psychology: How Your Behavioral Biases Sabotage Your Long-Term Investment Plan show art Episode #82: Investor Psychology: How Your Behavioral Biases Sabotage Your Long-Term Investment Plan

Capital Topics

In this Episode, James Parkyn & François Doyon La Rochelle discuss how investors’ behavioral biases sabotage their long-term investment plan.

info_outline
Episode #81: 2025 Year-End Tax Planning show art Episode #81: 2025 Year-End Tax Planning

Capital Topics

In this Episode, James Parkyn & François Doyon La Rochelle review Year-End Tax Planning strategies for investors in Capital Market Securities.

info_outline
Episode #80: Financial Bubbles – Investing Beyond the Fear of Bubbles show art 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.

info_outline
Episode #79: Are your expectation of Market returns too high? show art 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.

info_outline
Episode #78: Is it time to change your allocation to US Stocks show art 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?”.

info_outline
Episode #77: 2025 Mid-Year Market Check-In: Navigating the Unpredictable show art 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.  

info_outline
Episode #76: History of Market Cycles in Nominal and Real Returns show art 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.

info_outline
Episode #75: Review of UBS Global Investment Returns Yearbook 2025 show art 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.

info_outline
Episode #74: Update on market volatility and review of active vs passive management show art 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.   

info_outline
 
More Episodes

In this Episode, James Parkyn & François Doyon La Rochelle will start the new year by covering the global capital markets performance for 2023.

Then, they tackle how to measure your portfolio performance. Which goes hand in hand with the first topic.

 

Links to share:

Episode 48: 2022 Investing Lessons & 2023 Outlook — Capital Topics By James Parkyn & François Doyon La Rochelle https://www.capitaltopics.com/listen-here/episode-48-2022-investing-lessons-and-2023-outlook

- Market Statistics - Parkyn Doyon La Rochelle - December 2023 - PWL Capital By Raymond Kerzérho https://www.pwlcapital.com/resources/market-statistics-parkyn-doyon-la-rochelle-december-2023/