Episode #90: Update on Expected Returns with Raymond Kerzerho
Release Date: 08/05/2026
Episode #90: Update on Expected Returns with Raymond Kerzerho
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 #89: Financial Markets Update: 2026 Mid Year Market Check In
Capital Topics
In this Episode, François Doyon La Rochelle and James Parkyn review the global capital markets performances for the first half of 2026.
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Episode #88: ETF Mania: What 2025 Taught Us About Innovation, Noise, and Staying Disciplined
Capital Topics
In this Episode, François Doyon La Rochelle and James Parkyn review the ETF landscape for 2025 and what it has taught us about innovation, noise, and the need to staying disciplined.
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Episode #87: The Future of Wealth Management Started in 1996: The PWL Capital Story
Capital Topics
In this Episode, François Doyon La Rochelle celebrates PWL’s 30th anniversary by discussing the company’s history with James who is one of PWL’s co-founders.
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Episode #86: Diversification, the Value Premium and the Importance of the Profitability Factor
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle discuss diversification, the value premium and the importance of the profitability factor.
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Episode #85: Active vs Passive – Who Is on the Other Side of the Trade?
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle discuss with Raymond Kerzerho, PWL’s Senior Researcher, a recent research paper from Morgan Stanley entitled “Who is on the Other Side”.
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Episode #84: How Much Risk Can You Take in Your Portfolio?
Capital Topics
In this Episode, James Parkyn & François Doyon La Rochelle discuss crucial components of investing: Risk Tolerance & Risk Capacity.
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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.
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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.
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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_outlineIn this Episode, James Parkyn & François Doyon La Rochelle welcome back PWL’s Senior Researcher, Raymond Kerzérho, to discuss expected returns.