Videos

The space industry is going through a period of rapid change. Advancements in technology, our constantly growing need for communication and a renewed interest in commercial satellite constellations has created uncertainty in the industry. And…

We are joined by Heather Mason-Wood, Chief Strategy and Operating Officer, to discuss the main concerns a taxable investor faces in this low-rate environment. To learn more about the effects of low rates on investing…

Jhordan is joined again remotely by portfolio manager Brian Carney to discuss the impact of speculative investing and whether or not there is still value in corporate debt.

Canso PMs discuss the BoC and Fed’s financial stimulus response to the pandemic and how it’s affected trading in the credit markets.

We’re joined remotely by Brian Carney to discuss credit market performance, treasury yield volatility and how widening spreads point to potential value in corporate debt.

As government bond yields hit all time lows, creditworthy issuers are borrowing for the longest terms possible and index duration is now more than a full year longer than pre-Credit Crisis levels. We address the…

The current environment of low government bond yields exceeded by the rate of inflation is not appealing. Some institutional investors are obligated to own these securities for regulatory reasons; for investors not beholden to these…

We address recent challenges in the front-end of the U.S. financing market and the relationship between outstanding debt and cash in circulation in this preview to the November 2019 Canso Market Observer. Read more in the November 2019 edition of…

We discuss the current low rate environment and the potential dangers of stretching for yield in this preview to the August 2019 Canso Market Observer. Read more in the August 2019 edition of the Market…