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Canso January 2015 Market Observer

We have a tremendous sense of déjà vu. Our intuition is screaming that we’ve been to this rodeo before. You’ll be tempted to laugh, but we really don’t have a lot more to say than…
Commentary

Canso November 2014 Corporate Bond Newsletter

So sang John Denver in the July 1981 cover version of this Dick Feller tune. The emotional highs and lows of a bond investor’s relationship with the financial markets were in evidence this quarter. July…
Commentary

Canso October 2014 Market Observer

“Our unconscious minds recognize changing circumstances well before we consciously react… we have been telling you for some time that our investment instincts are on high alert. Like a rustle in the forest that signals…
Commentary

Canso July 2014 Corporate Bond Newsletter

The Dave Clark Five topped the Pop Charts with the foot-tapping hit Glad All Over in 1964. Fifty years later, Canadian bond investors might be excused for singing this tune after the Canadian bond market…
Commentary

Canso July 2014 Market Observer

This is the kind of financial market that we at Canso despair of. Stupid money looks smart and smart money looks stupid. What, you are thinking? Things are great. My portfolio is going up and…
Commentary

Canso April 2014 Market Observer

If you are an investor in some of the insanely overvalued social media stocks like Facebook and King Digital Media, the recent IPO of the maker of the mobile game Candy Crush, you might beg…
Commentary

Canso April 2014 Corporate Bond Newsletter

The first quarter of 2014 saw Canadian bond returns climb back into positive territory. This was a relief to Canada’s fixed income investors as 2013 saw the first bond losses since 1999. This is not…
Commentary

Canso January 2014 Corporate Bond Newsletter

It is unlikely the late John Lennon was referring to losses in his fixed income portfolio when he penned his punchy ditty in the late 1970s. The song, released posthumously in 1984 on the Yoko…
Commentary

Canso January 2014 Market Observer

2013 turned out to be quite good for risky financial assets, despite worries from the financial calamity contingent at the start of the year. Developed world equities were up strong double digits, junk bonds were…