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Commentary

October 2026 Corporate Bond Newsletter

“Beyond gestures of goodwill, the bond market continues to be focused on the consequences of financial and geo-political disruption.” – Canso Investment Counsel Ltd. Read the full newsletter at the link below. October 2026 Corporate…
Commentary

October 2026 Market Observer

“The present-day Artificial Intelligence (AI) build-out reminds us of rampant animal spirits.” – Canso Investment Counsel Ltd. Read the full newsletter at the link below. October 2026 Market Observer…
Canadian Family Offices

Finding common ground: The Bonapace Foundation’s sustainable vision for industrial communities

Environmental monitoring research arms Quebec city of Rouyn-Noranda with information needed for a healthy and sustainable economy
Canadian Family Offices

Spirited panel explores opportunities and challenges of working in a multi-family office

Families don’t expect you to have every single answer to every single question, but they expect that you know them, to understand them beyond their preferences for investments.
Commentary

July 2026 Corporate Bond Newsletter

“As tight valuations leave little room for error, robust fundamental credit analysis is as critical as ever.” – Canso Investment Counsel Ltd. Read the full newsletter at the link below. July 2026 Corporate Bond Newsletter…
Commentary

July 2026 Market Observer

“Similar to some of the recent world cup matches, much of the rates and credit markets have finished the first half largely unchanged” – Canso Investment Counsel Ltd. Read the full newsletter at the link…
Commentary

April 2026 Corporate Bond Newsletter

“Higher yields are often achieved by taking on more credit risk, loosening covenants, increasing complexity, adding leverage or giving up liquidity.” – Canso Investment Counsel Ltd. Read the full newsletter at the link below. April…
Commentary

April 2026 Market Observer

“We believe that the financial markets are ignoring the scale of disruption in the energy markets, based on investor fears of missing a Trump social media induced rally.“ – Canso Investment Counsel Ltd. Read the…
Commentary

January 2026 Corporate Bond Newsletter

“We continue to believe that outside of special situations, the risks in high yield bonds are asymmetric for investors.” – Canso Investment Counsel Ltd. Read the full newsletter at the link below. January 2026 Corporate…