EN | FR

Discover

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 January 2020 Market Observer…
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…
Videos

BBBs and other things

We discuss the potential threat to market stability posed by the increase in BBB rated corporates in the credit markets. Read about this and other interesting things in the June 2019 Canso Corporate Bond newsletter.
Commentary

Canso June 2019 Corporate Bond Newsletter

With summer fast approaching, life could not be better for some. Toronto Raptors fans, the graduating class of Morehouse College and aging rocker Mick Jagger, to name just a few. The future is decidedly less…

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.