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Commentary

October 2025 Corporate Bond Newsletter

“Credit investors, public and private alike, risk being blindsided in the absence of deep fundamental due diligence.” – Canso Investment Counsel Ltd. Read the full newsletter at the link below. October 2025 Corporate Bond Newsletter…
Commentary

October 2025 Market Observer

“Financial markets demand immediate answers and often come quickly to the wrong conclusions, that’s why they go up and down.” – Canso Investment Counsel Ltd.Read the full newsletter at the link below. October 2025 Market…
Commentary

July 2025 Corporate Bond Newsletter

“High yield bonds are priced for perfection, and we continue to question whether the trade is too asymmetric at these levels.” – Canso Investment Counsel Ltd. Read the full newsletter at the link below. July 2025…
Commentary

July 2025 Market Observer

“All the delays and suspensions in Trump’s tariff wars are now taken as evidence by the markets that he’s not really serious about his ‘beautiful tariffs’.”— Canso Investment Counsel Ltd. Read the full newsletter at…
Commentary

April 2025 Market Observer

“Breaking the current global trading regime is easy by presidential decree with Trump’s wanton disregard for long established treaties, but the question is what happens afterwards.”– Canso Investment Counsel Ltd. Read the full newsletter at…
Commentary

April 2025 Corporate Bond Newsletter

“As forecasters scramble to revise their models with each new Truth Social Trump post, we stay true to our investment discipline.”– Canso Investment Counsel Ltd. Read the full newsletter at the link below. April 2025…
Commentary

Canso January 2025 Corporate Bond Newsletter

“At current valuations, the upside is likely your running yield and the potential for very modest additional spread compression. The downside, on the other hand, is significant.”– Canso Investment Counsel Ltd. Read the full newsletter…
Commentary

Canso January 2025 Market Observer

“Mr. Trump has promised to replace the lost tax revenues with his “beautiful tariffs” on imports, but that begs the question of who will pay for the tariffs.”– Canso Investment Counsel Ltd. Read the full…
Commentary

Canso October 2024 Corporate Bond Newsletter

“Investment grade spreads have now touched 83 bps in the U.S., the slimmest borrowing premium since Mats Sundin was captain of the Leafs back in 2005.”– Canso Investment Counsel Ltd. Read the full newsletter at…

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