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Canso July 2014 Corporate Bond Newsletter

The Dave Clark Five topped the Pop Charts with the foot-tapping hit Glad All Over in 1964. Fifty years later, Canadian bond investors might be excused for singing this tune after the Canadian bond market…
Commentary

Canso July 2014 Market Observer

This is the kind of financial market that we at Canso despair of. Stupid money looks smart and smart money looks stupid. What, you are thinking? Things are great. My portfolio is going up and…
Commentary

Canso April 2014 Market Observer

If you are an investor in some of the insanely overvalued social media stocks like Facebook and King Digital Media, the recent IPO of the maker of the mobile game Candy Crush, you might beg…
Commentary

Canso April 2014 Corporate Bond Newsletter

The first quarter of 2014 saw Canadian bond returns climb back into positive territory. This was a relief to Canada’s fixed income investors as 2013 saw the first bond losses since 1999. This is not…
Commentary

Canso January 2014 Corporate Bond Newsletter

It is unlikely the late John Lennon was referring to losses in his fixed income portfolio when he penned his punchy ditty in the late 1970s. The song, released posthumously in 1984 on the Yoko…
Commentary

Canso January 2014 Market Observer

2013 turned out to be quite good for risky financial assets, despite worries from the financial calamity contingent at the start of the year. Developed world equities were up strong double digits, junk bonds were…
Commentary

Canso September 2013 Corporate Bond Newsletter

Well, we don’t have too much new to say about the Canadian corporate bond market. Read the full newsletter at the link below. Canso July 2014 Corporate Bond Newsletter…
Commentary

Canso September 2013 Market Observer

The potential end to “quantitative easing” hit the global bond market hard in the middle quarters of 2013. Yields soared in the bond market, as the chart below shows. The 30 Year U.S. Treasury yield…
Commentary

Canso July 2013 Market Observer

Professor Bernanke and the Federal Reserve really did it this time! There is real fear of rising interest rates for the first time in the two years since the Euro Debt crisis of 2011. Actually,…

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