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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…
Commentary

Canso May 2017 Market Observer

Pardon our editorial tardiness, for many of us have been away in France for the Vimy100 commemorations. Read the full newsletter at the link below. Canso December 2017 Corporate Bond Newsletter…
Commentary

Canso March 2017 Corporate Bond Newsletter

Not since German singing sensations Boney M belted out “Ra Ra Rasputin” has a Russian received so much air time in the good old USA. From conspiracy, to hacking, to spying, Russia’s President Putin has…
Commentary

Canso January 2017 Market Observer

Fear was dominant in early 2016. The financial media was full of doom and gloom. Talk of negative interest rates and the impotency of monetary policy were the financial fashion. In February the veritable towel…
Commentary

Canso October 2016 Market Observer

The “Greater Fool” investment theory postulates that when the price of a financial asset soars well above its fundamental value, the price appreciation is due to the prospect of a greater fool buying it from…
Commentary

Canso August 2016 Corporate Bond Newsletter

Another quarter in the books and the confusion, doubts and jitters of fixed income investors remain. Continued central bank procrastination, falling government bond yields and modest credit spread compression summarized the quarter. “Damn the torpedoes”,…

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