Managing Risk in an Evolving Economy | PWL Capital: Peter Guay Team

On March 10^th, 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