EN | FR

Discover

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 March 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…
Commentary

Canso November 2019 Market Observer

In this edition of the Canso Market Observer, we present the reality show and soap opera called “Withering Heights”  the story of recent interest rates in the United States. The co-stars of our drama are…
Videos

Investing in a low rate environment

We discuss the current low rate environment and the potential dangers of stretching for yield in this preview to the August 2019 Canso Market Observer. Read more in the August 2019 edition of the Market…
Commentary

Canso August 2019 Market Observer

If you’re wondering about what is going on in the financial markets, you are not alone. There are so many cross currents in the financial markets at present that many highly educated and very smart…

YOUR COOKIE SETTINGS

We have updated our Privacy Notice effective November 2025. 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.