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Trump’s influence on Federal policy

Patrick McCalmont, Portfolio Manager, describes Trump’s influence on Fed policy and the reaction of financial markets in this preview to the April 2019 Canso Market Observer Newsletter.
Commentary

Canso April 2019 Market Observer

Before beginning to read this edition of the Canso Market Observer, we feel that it contains disturbing and financially graphic content that might upset you. Therefore, for the first time, we request that you read…
Commentary

Canso March 2019 Corporate Bond Newsletter

It is hard to get excited about much these days. It is March and still cold outside. It is dark when the alarm sounds since we lost an hour of sleep when we recently “sprung…
Videos

The effects of politics on policy

Brian Carney, Portfolio Manager, discusses Federal policy and political pressures in this preview to the March 2019 Canso Corporate Bond Newsletter.
Commentary

Canso January 2019 Market Observer

“It was the best of times, it was the worst of times,” wrote Charles Dickens. We think it pretty well sums up the financial markets of 2018. Read the full newsletter at the link below.
Videos

Advantages of active portfolio management in an inefficient market

Brian Carney, Portfolio Manager, talks fixed income and the advantages of active portfolio management in an inefficient market, in this preview to the latest December 2018 Canso Corporate Bond Newsletter.
Commentary

Canso December 2018 Corporate Bond Newsletter

With the end of the year drawing closer, our American friends celebrated their Thanksgiving and mourned the passing of George Herbert Walker Bush, the 41st President of the US. George “HW” was fondly eulogized as…
Videos

Importance of the US 10-Year Treasury yield within financial markets

Given the steady uptrend in bond yields, we discuss the importance of the US 10-Year Treasury yield within financial markets in this preview to the October 2018 Canso Market Observer Newsletter.
Commentary

Canso October 2018 Market Observer

We are usually surprised at the lack of surprise of other investors at things we consider ominous. Lately, we have been perplexed and worried about the current market apathy at the steady uptrend in bond…

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