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Canso July 2018 Market Observer

As the saying goes, the more things change, the more they stay the same. There is not much change in our investment thinking this quarter, as there has been not much change in the economy…
Commentary

Canso June 2018 Corporate Bond Newsletter

“Spicy Italian” politics sure took a bite out of the financial markets last week. After the populists ended up ascendant in the recent Italian election, the proposed coalition government composed of the anti-establishment Five Star…
Commentary

Canso April 2018 Market Observer

It is not an easy thing to write this newsletter. We are first and foremost portfolio managers charged with managing our clients’ money, a task we take very seriously. We want our newsletters to inform…
Commentary

Canso February 2018 Corporate Bond Newsletter

Despite being roundly disliked by the rest of Canada, Toronto had its moments last year. The Argos and TFC won their respective league championships, the head of the Toronto Transit Commission was appointed to fix…
Commentary

Canso January 2018 Market Observer

2017 turned out to be an excellent year for financial assets. The U.S. stock market boomed last year, reflecting the stronger U.S. economy and anticipation of the Republican tax legislation that was passed in December.
Commentary

Canso December 2017 Corporate Bond Newsletter

On October 19th of this year, Canso employees, family and friends gathered at the Canadian Warplane Heritage Museum in Mount Hope, Ontario. In the shadow of our namesake aircraft, the Canso, we celebrated 20 years…
Commentary

Canso October 2017 Market Observer

We’ve had a tumultuous summer and early fall. It was a savage Hurricane season this year with Harvey, Irma, Jose and Maria making landfall and devastating Texas, Louisiana, Florida, the eastern Caribbean and Puerto Rico.
Commentary

Canso September 2017 Corporate Bond Newsletter

On July 1st our beautiful country Canada turned 150 years old. From border to border, ocean to ocean, Canadians young and old took time to celebrate life in the greatest country on earth. And what’s…
Commentary

Canso July 2017 Market Observer

The drama has been unrelenting over the last quarter, but luckily it does not involve the financial markets. The Washington reality politics show featuring the Tweeter in Chief versus the “FAKE MEDIA” has transfixed the…

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