Capital Topics

2023 Update on Expected Returns


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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.

- 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)

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Capital TopicsBy James Parkyn, François Doyon La Rochelle


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