Mid-Year Review of Markets and Update on Inflation

By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE

In this Episode, James Parkyn & François Doyon La Rochelle review the Market Statistics as of June 30,2023 and update their listeners on Inflation.

Read The Script:

1) INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #55!

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 this episode, we will discuss the following points:

For our first topic, we will review and comment the market statistics for the first half of the year.

And for our next topic, we will give you an update on inflation.

Please note before we move on to our topics that we will take a summer break. We will be back for our next episode on September 28th.

Enjoy!

1) MID-YEAR REVIEW OF MARKETS :

François Doyon La Rochelle: I will start today with a review of the market statistics as of June 30, 2023. So, after a very difficult year in 2022 when pretty much all asset classes posted big losses, I’m sure our listeners will be relieved and happy to hear that in the first half of 2023 stocks and bonds are generating positive returns. These positive returns are across the board as all the asset classes we follow, except for one, are in positive territory. As a reminder, you can find our Market Statistics report on our Capital Topics website in the resources section or on the PWL Capital website in our team section. We will provide the link for the market stats on the podcast page…Read More

Links:

-Market Statistics – June 2023 : Market Statistics - Statistiques de marché (pwlcapital.com)