Commentary

“Similar to some of the recent world cup matches, much of the rates and credit markets have finished the first half largely unchanged” – Canso Investment Counsel Ltd. Read the full newsletter at the link…

“Higher yields are often achieved by taking on more credit risk, loosening covenants, increasing complexity, adding leverage or giving up liquidity.” – Canso Investment Counsel Ltd. Read the full newsletter at the link below. April…

“We continue to believe that outside of special situations, the risks in high yield bonds are asymmetric for investors.” – Canso Investment Counsel Ltd. Read the full newsletter at the link below. January 2026 Corporate…

“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…

“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…