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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…
Videos

Trump’s influence on Federal policy

Patrick McCalmont, Portfolio Manager, describes Trump’s influence on Fed policy and the reaction of financial markets in this preview to the April 2019 Canso Market Observer Newsletter.
Commentary

Canso April 2019 Market Observer

Before beginning to read this edition of the Canso Market Observer, we feel that it contains disturbing and financially graphic content that might upset you. Therefore, for the first time, we request that you read…

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