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.

Canso Corporate Bond Newsletter – October 2022

Are We Clear? Crystal. If less is more, then Jerome Powell nailed it in his August 26th speech to the few souls gathered in Jackson Hole, Wyoming, and the millions more virtually eavesdropping around the world.…

W(h)ither Inflation and Bond Yields – September 2022

Whither inflation and bond yields? Will they wane and wither, as many expect, or will they show underlying strength and stay higher for much longer than the market consensus predicts? Don’t Worry, Be Inflation Unhappy?? Inflation…

Lysander Announces Cash Distributions for the Lysander‐Canso ActivETFs

TORONTO, September 22, 2022 /CNW/ ‐ Lysander Funds Limited (“Lysander”) announces the September 2022 cash distributions for each of Lysander‐Canso Corporate Treasury ActivETF and Lysander‐Canso Floating Rate ActivETF (TSX Symbols: LYCT and LYFR, respectively) (each, an…

2019 Bulls versus 1970s Bears: What Does it Mean for Investors in 2022?

Ian Marthinsen, CFA, Portfolio Manager

No shelter for investors in 2022 2022 has been a challenging year for investors. Not just for high-risk equity investors, but also for low-risk bond investors. As illustrated in Chart 1, year-to-date as of August 31,…

Lysander Funds Announces Listing of Lysander-Canso Corporate Treasury ActivETF and Lysander-Canso Floating Rate ActivETF

TORONTO, September 1, 2022 – Lysander Funds Limited (“Lysander”) and Canso Investment Counsel Ltd. (“Canso”) are excited to announce the launch of Lysander-Canso Corporate Treasury ActivETF and Lysander-Canso Floating Rate ActivETF. These ETFs are exchange-traded mutual…

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…