Jan 20, 2021

Episode 8: Lessons of 2020

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:

  • In the news: Our asset class return review as of year-end
  • Investment lessons of 2020
  • Good advice of the day: “Contribute early to your registered accounts”
  • Listener’s question: “Considering the high correlation between regional markets and the disappointing performance of the Canadian and international equity markets, should I concentrate my portfolio on U.S. stocks?”

Links:

Market Statistics as of December 31, 2020

Article from the Vanguard Group about the expected returns of U.S. and international stocks


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James Parkyn
James Parkyn

James is a founding partner and Portfolio Manager at PWL Capital Inc. in Montreal with over 25 years of experience helping clients achieve their financial goals.

François Doyon La Rochelle
François Doyon La Rochelle

François is committed in delivering to his clients a disciplined and tax efficient approach to portfolio construction and management based on strategies that are supported by academic research.

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