Commentary Archives | Page 13 of 25 | Lysander Funds Ltd.

Insights

At Lysander Funds we strive to inform and educate Canadian investors. In this section you'll find resources that highlight the thinking of our Portfolio Managers.

Winding Road

Macro Musings Since the beginning of the year, the threat of higher interest rates has played out. The result has been a bond / growth stock rout for the ages, despite the US Federal Reserve (the…

Lysander-Triasima All Country Equity Fund
Second Quarter Commentary

The Economy COVID-19’s influence on economic activity has become largely immaterial by now. Notwithstanding, some impact was recently felt in China due to their zero-COVID policy shutdowns. Inflation rose further in advanced countries to levels unexpected…

Canso Corporate Bond Newsletter – July 2022

Everything Except My Mortgage Blown Away From Auckland, to London, to Ottawa, central banks raised overnight rates in a race to restore price stability and their own credibility. Stocks, bonds, crypto, real estate – if you…

Patient Capital Quarterly Commentary – Q2 2022

Concern over rising inflation was the major theme during the second quarter of 2022. Investors started to conclude that inflation was not going to be transitory and instead might be a persistent problem into the future.…

Canso Market Observer – July 2022

Once it looked like inflation was not a “temporary supply side” phenomenon, central banks rushed to correct their now very obvious mistake. They had created far too much money than was necessary for actual economic activity…

Central Banks are Losing Credibility and Interest Rates are Rising: Now is the Time for Bond Investors to Act

Ian Marthinsen, CFA, Portfolio Manager

Watershed Moment On Friday, June 10th, 2022, Headline YoY US CPI was reported at a level of 8.6%, exceeding market expectations and was the largest print since December 1981. The May 2022 US CPI print could…