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Canso April 2016 Market Observer

The first quarter of 2016 saw some of the most manic trading in our combined market experiences. We believe that this was a “perceptional market”, one driven by investor perceptions, what John Maynard Keynes called…
Commentary

Canso January 2016 Corporate Bond Newsletter

Greece dominated headlines in the first half of 2015. Its flip-flopping on its way to capitulating on austerity measures kept the EU in turmoil. Concerns over slowing growth in China sent its stock market tumbling…
Commentary

Canso January 2016 Market Observer

Money is now scarcer in the good old USA after the Federal Reserve finally tightened monetary policy in December. The Fed raised its Fund Rate by .25% from a target band between 0-.25% to between…
Commentary

Canso October 2015 Corporate Bond Newsletter

“It’s the hard that makes it great” as Tom Hanks described the game of baseball in the 1992 film A League of Their Own. Given the incredible run and crushing end to the Toronto Blue…
Commentary

Canso October 2015 Market Observer

By delaying their heavily broadcasted intention to finally normalize their “emergency” U.S. interest rate policy, the bureaucrats of the U.S. Federal Reserve seem to have increased the angst in the financial markets. If their idea…
Commentary

Canso July 2015 Corporate Bond Newsletter

Back when network television was a big thing Monday Night Football was even bigger. When the game was out of reach Don Meredith crooned the Willie Nelson classic “Turn Out the Lights… the Party’s Over”.
Commentary

Canso July 2015 Market Observer

The second quarter of 2015 was one of booming bust, unfortunately for citizens of Greece and China’s retail investors. As the financial world waited to see if the U.S. Federal Reserve would get on with…
Commentary

Canso May 2015 Corporate Bond Newsletter

Despite the vociferous urging of our client service colleagues, and they are rather good at being vociferous, we ran quite late with this edition of the Canso Corporate Bond Letter. Our more observant readers have…
Commentary

Canso April 2015 Market Observer

Please excuse us for our lack of enthusiasm for the job at hand. We continue to watch and wait for the inevitable “normalization” of monetary policy in the United States. This is turning into something…

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