EN | FR

Discover

Commentary

Canso 2004 Q2 Market Observer

The U.S. Federal Reserve increased the Fed Funds rate by .25%, as widely had been expected, at the end of the second quarter of 2004. This was the first increase in U.S. administered interest rates…
Commentary

Canso 2004 Spring Corporate Bond Newsletter

“Low short term interest rates and a steep yield curve provide powerful incentives to boost leverage, undertake carry trades, and seek yield by going out the risk spectrum. There is a real risk of investor…
Commentary

Canso 2003 Winter Corporate Bond Newsletter

Loose monetary policy and a strong North American economy restored confidence to the credit markets in 2003. With plentiful liquidity chasing investment opportunity, portfolio managers, financial institutions and retail investors provided a strong and sustaining…
Commentary

Canso 2003 Fall Corporate Bond Newsletter

“With evidence of fear and liquidation rampant, we know that the future is being severely discounted and that causes us to look for evidence of reasonable future cash flows. With professional and amateur investors alike…
Commentary

Canso 2003 Summer Corporate Bond Newsletter

The second quarter of 2003 started with a moroseness that might have come from “Iraq Attack” let down or “Post Triumphal Stress” syndrome. No more televised retired generals, no more campaign maps, just boring and…

YOUR COOKIE SETTINGS

We have updated our Privacy Notice effective September 2023. We encourage you to review it carefully.

We use cookies to improve your experience. By continuing to use this website, or other online services, you agree to the use of cookies and consent to the practices described in our Privacy Notice and Terms of Use.