Mar 24, 2022

Managing Risk in an Evolving Economy

On March 10th, Peter and PWL’s Senior Researcher, Raymond Kerzérho, hosted the Peter Guay Team’s 2022 webinar.  Together, they presented their annual economic review and the impact on PWL portfolios. They also addressed some key topics on the minds of Canadian investors including live Q & A sessions with viewers.

Here are a few highlights from the session:

1:16 – What’s new in the Peter Guay Team

4:26 – 2021 year in review

  • A word about Russia
  • Asset class returns and PWL portfolio performances

15:38 – The economy in 2021

  • Global GDP, unemployment, and inflation rates
  • How to reduce government debt

35:41 – Key matters in the capital markets

  • Historical inflation & bond yields
  • Value vs. growth stocks
  • Expected returns, revisions & lessons

50:59 – Portfolios in 2021-2022

  • Portfolio direction & strategies

57:50 – Q & A

Peter Guay
Peter Guay

Peter joined PWL Capital in 2004 and learned the firm’s client-first philosophy from the ground up. Eighteen years and many designations later, he is now a seasoned Portfolio Manager and Financial Planner working with families across the country.

Raymond Kerzérho
Raymond Kerzérho

Raymond contributes to PWL with his thirty years of experience in investment strategy and fixed income portfolio management.

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