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.

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.

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.   

In this Episode, James Parkyn & François Doyon La Rochelle discusses the hedge funds industry with Raymond Kerzerho, PWL's Senior Researcher. 

In this Episode, James Parkyn & François Doyon La Rochelle continue their annual tradition of sharing Investing Lessons of the prior year, 2024. 

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. 

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?

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.   

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.

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. 

In this Episode, James Parkyn & François Doyon La Rochelle will be reviewing the performance of capital markets for the first half of 2024. It is a subject they cover twice yearly to help their listeners better understand and evaluate their portfolios' performance.

In this Episode, James Parkyn & François Doyon La Rochelle start by discussing what investors should be doing when markets are making new all-time highs.   For their second topic, they review the 25th edition of the UBS Global Investment Returns Yearbook 2024 Summary Edition.

In this Episode, James Parkyn & François Doyon La Rochelle start by giving an update on the performance of the Magnificent Seven stocks and how they have done year-to-date in 2024. Warren Buffett's Annual Letter to Shareholders of Berkshire Hathaway.

In this Episode, James Parkyn & François Doyon La Rochelle start by giving an update on the results of active vs passive management for 2023. They then review the 2024 Federal Budget and the New Rules that affect Investors.

In this Episode, James Parkyn & François Doyon La Rochelle present James' latest eBook called "The New Retirement"