“Bond markets are hoping (desperately) that Spring will deliver the conditions that will ultimately lead central banks to relent. As investors try to make sense of the volatile feelings of the bond market, and ever mixed messages across other asset classes, they can draw optimism from the fact that there is once again income in fixed-income.” – Canso Investment Counsel Ltd.
Read the full newsletter at the link below.
Canso April 2023 Corporate Bond Newsletter