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Commentary

April 2025 Market Observer

“Breaking the current global trading regime is easy by presidential decree with Trump’s wanton disregard for long established treaties, but the question is what happens afterwards.”– Canso Investment Counsel Ltd. Read the full newsletter at…
Commentary

April 2025 Corporate Bond Newsletter

“As forecasters scramble to revise their models with each new Truth Social Trump post, we stay true to our investment discipline.”– Canso Investment Counsel Ltd. Read the full newsletter at the link below. April 2025…
Commentary

Canso January 2025 Corporate Bond Newsletter

“At current valuations, the upside is likely your running yield and the potential for very modest additional spread compression. The downside, on the other hand, is significant.”– Canso Investment Counsel Ltd. Read the full newsletter…
Commentary

Canso January 2025 Market Observer

“Mr. Trump has promised to replace the lost tax revenues with his “beautiful tariffs” on imports, but that begs the question of who will pay for the tariffs.”– Canso Investment Counsel Ltd. Read the full…
Commentary

Canso October 2024 Corporate Bond Newsletter

“Investment grade spreads have now touched 83 bps in the U.S., the slimmest borrowing premium since Mats Sundin was captain of the Leafs back in 2005.”– Canso Investment Counsel Ltd. Read the full newsletter at…
Commentary

Canso October 2024 Market Observer

“The enthusiasm behind AI is powering a mania in some equities but the bond market is in its own mania, drooling over Federal Reserve (Fed) rate cuts galore.”– Canso Investment Counsel Ltd. Read the full…
Commentary

Canso July 2024 Corporate Bond Newsletter

“We continue to believe that current valuations offer little compensation for risk in our portfolios. While credit spreads have lifted off the bottom, it is hard to say if we have passed the tights for…
Commentary

Canso July 2024 Market Observer

“We are now in the deterioration phase of the credit cycle. Easy money and credit inflates asset values and always ends up with poor lending and investment decision making. We continue to believe that this…
Commentary

Canso April Corporate Bond Newsletter

“At the end of the day, there are borrowers and lenders. Borrowers don’t care if you call your fund private credit, public credit, investment grade, high yield, junior debt, senior debt, bond king, loan queen,…

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