In this Episode, James Parkyn & François Doyon La Rochelle welcome back their dear colleague Raymond Kerzerho, PWL’s Senior Researcher & Head of Shared Services Research. Together they discuss the update of the Capital Market Assumptions for Expected returns titled “Financial Planning Assumptions”, that he produced with PWL’s Head of Research & Client Education, Ben Felix.

Links:

- Financial Planning Assumptions (Market Capitalization Weighted Portfolio) - PWL Capital by Raymond Kerzerho & Benjamin Felix (February 22, 2023)

-Financial Planning Assumptions (Factor Tilted Portfolio) - PWL Capital by Raymond Kerzerho & Benjamin Felix (February 22, 2023)