Commentary Archives | Page 7 of 16

Commentary

Canso October 2018 Market Observer

We are usually surprised at the lack of surprise of other investors at things we consider ominous. Lately, we have been perplexed and worried about the current market apathy at the steady uptrend in bond…

Commentary

Canso September 2018 Corporate Bond Newsletter

What a summer it turned out to be! It was anything but boring as the news kept up a steady pace of upheavals. Read the full newsletter at the link below. Canso October 2018 Market…

Commentary

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.