Dec 22, 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: Goldman Sachs merges 5 thematic ETFs. What can we learn from that?
• Evaluating portfolio performance: a roundtable
• Good advice of the...

Dec 9, 2020

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

• Capital Gain Distributions from Canadian ETFs
• Private equity funds
• The good advice of the day: Year-end tax planning (part II)
• Listener’s question: What are the consequences of...

Nov 25, 2020

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

• Canadian banks launch a new type of bonds
• The “Active-Passive Barometer” report from Morningstar
• The good advice of the day: Year-end tax planning part 1
• Listener’s question: What’s...

Nov 11, 2020

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

• In the news: the flurry of “blank cheque” IPOs (Special Purpose Acquisition Corporations or “SPACs”) in the U.S.
• Indices underlying Asset Class ETFs are not all the same:...

Oct 28, 2020

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

• An interview with Sébastien Betermier of McGill University about the Canadian Pension Model of investing
• The good advice of the day: « Consider mutual fund and ETF risk ratings with...