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Commentary

Canso June 2020 Corporate Bond Newsletter

There is no way to sugarcoat it. The change came overnight. We went from ebullience on the economy and the financial markets to utter despair. Hundreds of thousands have died globally. Millions are sick and…
Videos

Credit market volatility & value in corporate debt

We’re joined remotely by Brian Carney to discuss credit market performance, treasury yield volatility and how widening spreads point to potential value in corporate debt.
Commentary

Canso April 2020 Market Observer

March 31st saw the end of the first quarter of 2020 and it couldn’t come too soon for most investors. It is now hard to believe that the U.S. equity markets reached new highs in February…
Videos

The risks of the increasing duration in the corporate bond index

As government bond yields hit all time lows, creditworthy issuers are borrowing for the longest terms possible and index duration is now more than a full year longer than pre-Credit Crisis levels. We address the…
Commentary

Canso March 2020 Corporate Bond Newsletter

On March 3rd, authorities at the Federal Reserve unanimously voted to step in front of the runaway Coronavirus train. Concerned COVID-19 posed “evolving risks” to an otherwise “strong” U.S. economy, the Fed slashed overnight rates…
Videos

The cost of inflation when investing in a low yield environment

The current environment of low government bond yields exceeded by the rate of inflation is not appealing. Some institutional investors are obligated to own these securities for regulatory reasons; for investors not beholden to these…
Commentary

Canso January 2020 Market Observer

The year 2019 was a study in the hopes and dreams of the very human investment markets. Read the full newsletter at the link below. Canso June 2020 Corporate Bond Newsletter…
Commentary

Canso December 2019 Corporate Bond Newsletter

These are trying times for rational human beings. Although we can’t imagine the irrational ones are having much fun either. The U.S. remains focused on impeachment (the pessimists) and elections (the optimists), the U.K. on…
Videos

Recent challenges in the Repo market

We address recent challenges in the front-end of the U.S. financing market and the relationship between outstanding debt and cash in circulation in this preview to the November 2019 Canso Market Observer. Read more in the November 2019 edition of…

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