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Canso December 2021 Market Observer

“We were waiting for the markets to settle down and obviously, they haven’t. Frankly, most of our tardiness stems from our astonishment at the present madness in the financial markets.” Read the full newsletter at…
Commentary

Canso October 2021 Corporate Bond Newsletter

Jeff Bezos declared the few short minutes aboard his New Shepard space capsule his “best day ever!” which is really saying something given he’s the world’s richest person and father of four children. Others recently…
Commentary

Canso July 2021 Corporate Bond Newsletter

There is hope for us all, if sports are our guide. Montreal made it to the Stanley Cup Finals. England hosted the Euro Cup and made it to the final. The 2020 summer Olympics will…
Commentary

Satellite Orbits – June 2021

When looking to understand recent developments in the space industry – and the significance of changes that have come in part from SpaceX – it is important to first understand how satellites differ from one…
Commentary

The Space Industry – June 2021

It’s a star, it’s a plane, it’s a…  If you look up at the night sky long enough, a “shooting star” might eventually catch your eye. This point of light is different though, because unlike…
Commentary

Canso May 2021 Market Observer

The very first thing a university student learns in Economics 101 is that an economy exists to efficiently allocate scarce goods. A corollary is that a financial system exists to allocate the scarce capital of…
Commentary

Canso April 2021 Corporate Bond Newsletter

We hope you and your loved ones are healthy and safe, wherever this note finds you. Governments across the globe are desperate to return life to normal as quickly as possible from the rolling waves…
Commentary

Canso February 2021 Corporate Bond Newsletter

12 months seems a lifetime ago. Then, across all portfolios, including those with allowances to invest in high yield, we were very conservatively positioned. In expensive markets, capital preservation and liquidity is our imperative. Canso…
Commentary

Canso January 2021 Market Observer

We welcome you to the “Raging 2020s”. This is the best description we can come up with for what we think will happen in the year and years ahead. But you ask, why “raging” instead of…

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