Episode #74: Update on Market Volatility and Review of Active vs Passive Management

Update on Market Volatility and Review of Active vs Passive Management

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle discuss the current volatility in the stock markets and then revisit the state of the ETF Landscape in Canada, as well as the debate between active and passive funds.  

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:

You’re listening to Capital Topics, episode #74!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In our podcast today we will 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.  

Enjoy!

2)   UPDATE ON MARKET VOLATILITY AND REVIEW OF ACTIVE VS PASSIVE MANAGEMENT

François Doyon La Rochelle:

Hello, James! How are you today?

James Parkyn:

I'm very good, Francois. And how are you?

François Doyon La Rochelle:

I'm fine, thank you! Before we tackle our main topic today, we believe that it's essential to address the current market volatility triggered by American tariffs, imposed on the Global economy. James, what do you want to share with our listeners?…Read More

Links:

- The Passive Vs. Active Fund Monitor (2024) | PWL Capital by Raymond Kerzerho– PWL Capital

- US Active/Passive Barometer Report: Year-End 2024 | Morningstar by Morningstar

- SPIVA Canada Year-End 2024 Scorecard by Joseph Nelesen, Maya Beyhan, Davide Di Giola – S&P Dow Jones Indices

Episode #73: Review of Hedge Funds: Do They Make Sense for Investors

Review of Hedge Funds: Do They Make Sense for Investors

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

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

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:

You’re listening to Capital Topics, episode #73!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In our podcast today, we will discuss the hedge funds industry with Raymond Kerzerho, PWL’s Senior Researcher

Enjoy!

2)   REVIEW OF HEDGE FUNDS: DO THEY MAKE SENSE FOR INVESTORS

François Doyon La Rochelle:

Hello, James! How are you today?

James Parkyn:

I'm very good, Francois. And how are you?

François Doyon La Rochelle:

I'm fine, thank you! Hello, Ray, and welcome back to the podcast. We're pleased to have you with us today.

Raymond Kerzerho:

It's my pleasure to be here..…Read More

Episode #72: Investing Lessons From 2024

Investing Lessons From 2024

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

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

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:  

You’re listening to Capital Topics, episode #72!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In our podcast today we will discuss the investing lessons of 2024

Enjoy!

2) INVESTING LESSONS FROM 2024:

François Doyon La Rochelle:

I will start. In our last Podcast #71, we reviewed the capital markets results for 2024 and by doing so we underlined the main economic and geopolitical events that we believe shaped the capital markets results last year. Every year brings valuable lessons to investors that remind us of the importance of staying disciplined and focused on the long term and avoiding being deterred by short-term noise. So, James, let’s continue our annual tradition of sharing Investing Lessons of the prior year … 2024.

 

James Parkyn:

François, as you well know every year the markets provide us with lessons. As our Friend and author Larry Swedroe often states: “With great frequency, markets offer remedial courses covering lessons they taught in previous years. That’s why one of my favorite sayings is that there’s nothing new in investing, only investment history you don’t know.”  Today we will share our five main lessons from 2024. In preparing this year’s list, we reviewed our Lessons from 2022 and 2023. It should come as no surprise François, all of this year’s lessons can be found in our lessons from those two prior years..…Read More

Links:

- Episode #71: 2024 Capital Markets Year in Review: Another spectacular year! — Capital Topics by James Parkyn & François Doyon La Rochelle– PWL Capital

Episode #71: 2024 Capital Markets Year in Review: Another spectacular year!

2024 Capital Markets Year in Review: Another spectacular year!

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

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.

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:  

You’re listening to Capital Topics, episode #71!

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In our podcast today we will review the global capital markets performances for 2024. 

Enjoy!

2) 2024 CAPITAL MARKET YEAR IN REVIEW: ANOTHER SPECTACULAR YEAR!

François Doyon La Rochelle:

Before we start, since this is our first podcast for the year, I would like to wish our audience a happy, healthy, and prosperous year in 2025.

James Parkyn:

Yes, indeed François. Happy New Year to all of our listeners and their families. Wishing them all the best.

François Doyon La Rochelle:

Now to our day's topic and as usual, we will start the year with a review of the global capital market’s performance for last year, 2024. As in prior performance review episodes, I will mostly be pulling performance data points from our market statistics page, a document you can find on our website Capital Topics in the resources section, or directly on our team’s page on the PWL Capital website. We believe it is a valuable tool to follow today’s discussion and to review and assess the performance of your portfolios.…Read More

Links:

- When a Crystal Ball Isn't Enough to Make You Rich - Elm Partners by Victor Haghani, James White and Jerry Bell – Elm Wealth Management

- Crystal Ball Trading Challenge - Elm Partners by Elm Wealth Management

Episode #70: Can a Crystal Ball Really Make You Rich?

Can a Crystal Ball Really Make You Rich?

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

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?

DISCOVER THE PEACE OF MIND OF KNOWING YOUR INVESTMENTS AND WEALTH ARE IN GOOD HANDS BY CONTACTING PWL CAPITAL'S PARKYN-DOYON LA ROCHELLE TEAM IN MONTREAL TODAY.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle:  

You’re listening to Capital Topics, episode #70! 

This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.  

Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital. 

In our podcast today we will review a study from Elm Wealth Management entitled “When a Crystal Ball Isn’t Enough to Make You Rich”. 

Enjoy! 

2) CAN A CRYSTAL BALL REALLY MAKE YOU RICH?

François Doyon La Rochelle: 

We have often mentioned on our podcast that we don’t have a crystal ball and that without one or the benefit of hindsight, it’s tough to know with certainty where the markets are heading. Having that crystal ball to predict markets is every investor’s dream. But is having that crystal ball enough to make us rich?

We will cover that topic today based on 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.”…Read More

Links:

- When a Crystal Ball Isn't Enough to Make You Rich - Elm Partners by Victor Haghani, James White and Jerry Bell – Elm Wealth Management

- Crystal Ball Trading Challenge - Elm Partners by Elm Wealth Management