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Canso Market Observer December 2022

“As we say to our staff, you might believe you’ve predicted things exactly right, but that’s just your opinion if Mr. Market disagrees with you. Sell offs like we’ve seen in the financial markets this…
Commentary

Canso October 2022 Corporate Bond Newsletter

“While lower quality credit is looking more interesting, with high yield credit spreads hovering around their historic average and default rates still low, the stress being observed may just be the start.” Read the full…
Commentary

Canso September 2022 Market Px Report

“Inflation has become the variable which gives the “experts” and the markets heartburn after years of taking low inflation for granted.” Read the full newsletter at the link below. Canso September 2022 Market Px Report…
Commentary

Canso July 2022 Corporate Bond Newsletter

“The first quarter financial market bruising exploded into full blown carnage by mid-year as second quarter returns pushed deeper into negative territory. Several markets recorded double digit losses, as investors fled the riskiest assets.” Read…
Commentary

Canso July 2022 Market Observer

“Canadians are not the only investors expecting miracles. Investors around the world are hoping that the huge jump in short-term interest rates is enough to slow things down and get inflation back under control.” Read…
Commentary

Canso April 2022 Corporate Bond Newsletter

“History books will show the official end of emergency monetary policy accommodation to offset the Covid-19 pandemic came on March 2nd and 16th when the BOC and the Fed raised overnight rates. In reality, the…
Commentary

Canso April 2022 Market Observer

“The global bond market is experiencing the violence of sharply rising yields. Loose fiscal policy and pandemic government income supports combined increasing demand with reduced supply. Prices are soaring to levels not seen in the…
Commentary

Canso February 2022 Corporate Bond Newsletter

“Substantial spread widening and years of elevated defaults often follow periods of market euphoria. While periods of tight spreads and low defaults may endure for some time, we believe there is better risk-adjusted value to…
Commentary

Canso January 2022 Market Observer

“Some of the digital assets and associated companies that people are now piling into might stand the test of time. However, we think many investors are going to learn the hard lesson that no matter…

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