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Every year, Peter sits down with PWL’s Senior Researcher, Raymond Kerzérho to review the state of the economy and address key topics on the mind of Canadian investors.
This year’s webinar was recorded live on February 28th, 2025.
Here are a few highlights from the session:
2:29 – 2024 year in review:
Strong performances in PWL Portfolios
Returns by asset class: Strong equity markets around the world
Major themes in the 2024-25 investment landscape
16:00 – The economy in 2024:
GDP growth: Mixed in 2024
Unemployment worsened in North America
Inflation has normalized
22:43 – Capital markets – Highlights:
Canadian and US interest rates diverge
Exchange rate boosts US stock returns for Canadians
US stocks are expensive, but US earnings are growing fast
34:24 – Expected returns:
Slight decline in expected returns due to strong markets and lower interest rates
Long-term estimates consistent with PWL portfolio returns over the past 10 years
39:27 – Portfolios in 2025:
Uncertainty is always true
The discipline to stay the course
Diversification in the spotlight for 2025
47:42 – PWL & OneDigital:
Nurturing clients today; building for the future
Common vision for the Canadian investment industry
