Commentary Archives

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.

How to Interest-Rate-Proof your Fixed Income: Understanding Floating Rate Notes

Ian Marthinsen, CFA, Portfolio Manager

A New Paradigm for Interest Rates 2021 has been a rough year for the Canadian bond market, and it may only be the beginning of more pain to come. The FTSE Canada Universe Bond Index, which…

Canso Corporate Bond Newsletter – October 2021

Best Day Ever! 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.…

Alternative Fixed Income: A Strategic Complement to Fixed Income or Equity Allocations

Ian Marthinsen, CFA, Portfolio Manager

A New Normal for Fixed Income? Q1 2021 was a watershed moment for bond investors, as it demonstrated just how much risk there was in traditional high-quality bond portfolios such as the FTSE Canada All Corporate…

Fulcra Commentary – August 2021

For a parent, it may seem like the right thing to do. For a child, nepotism can create a false sense of economic self-worth that might lead to a misguided sense of self and other confidence…

Canso Corporate Bond Newsletter – July 2021

The World of Possibilities 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…

Do Concerns of Rising Inflation and Interest Rates Have Your Fixed Income Down?

Lysander Funds Audio Update Featuring Slater Asset Management Doug Grieve, President & Portfolio Manager at Slater Asset Management Inc., joins Ian Marthinsen, Portfolio Strategist at Lysander Funds, to discuss how Canadian preferred shares could be…