EN | FR

Commentary

Filter By:
Commentary

Canso April 2021 Corporate Bond Newsletter

We hope you and your loved ones are healthy and safe, wherever this note finds you. Governments across the globe are desperate to return life to normal as quickly as possible from the rolling waves…
Commentary

Canso February 2021 Corporate Bond Newsletter

12 months seems a lifetime ago. Then, across all portfolios, including those with allowances to invest in high yield, we were very conservatively positioned. In expensive markets, capital preservation and liquidity is our imperative. Canso…
Commentary

Canso January 2021 Market Observer

We welcome you to the “Raging 2020s”. This is the best description we can come up with for what we think will happen in the year and years ahead. But you ask, why “raging” instead of…
Commentary

Canso October 2020 Market Observer

We write this newsletter with President Trump of the United States back in the White House after being hospitalized for COVID-19. He was reportedly transported by helicopter “while he could still walk” to avoid the…
Commentary

Canso July 2020 Market Observer

Our last two Market Observers have been polar opposites in their counsel. The January edition was entitled “Full of Bull” and blared caution on the speculative financial markets: Read the full newsletter at the link…
Commentary

Canso June 2020 Corporate Bond Newsletter

There is no way to sugarcoat it. The change came overnight. We went from ebullience on the economy and the financial markets to utter despair. Hundreds of thousands have died globally. Millions are sick and…
Commentary

Canso April 2020 Market Observer

March 31st saw the end of the first quarter of 2020 and it couldn’t come too soon for most investors. It is now hard to believe that the U.S. equity markets reached new highs in February…
Commentary

Canso March 2020 Corporate Bond Newsletter

On March 3rd, authorities at the Federal Reserve unanimously voted to step in front of the runaway Coronavirus train. Concerned COVID-19 posed “evolving risks” to an otherwise “strong” U.S. economy, the Fed slashed overnight rates…
Commentary

Canso January 2020 Market Observer

The year 2019 was a study in the hopes and dreams of the very human investment markets. Read the full newsletter at the link below. Canso February 2021 Corporate Bond Newsletter…

YOUR COOKIE SETTINGS

We have updated our Privacy Notice effective September 2023. We encourage you to review it carefully.

We use cookies to improve your experience. By continuing to use this website, or other online services, you agree to the use of cookies and consent to the practices described in our Privacy Notice and Terms of Use.