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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…
Commentary

Canso September 2018 Corporate Bond Newsletter

What a summer it turned out to be! It was anything but boring as the news kept up a steady pace of upheavals. Read the full newsletter at the link below. Canso January 2019 Market…
Videos

Protecting against rising interest rates

John Carswell, President and CIO, discusses how to protect against rising interest rates in this preview to the latest July 2018 Canso Market Observer Newsletter.
Commentary

Canso July 2018 Market Observer

As the saying goes, the more things change, the more they stay the same. There is not much change in our investment thinking this quarter, as there has been not much change in the economy…

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