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.

Fallen Angels: 2020 Downgrades and Outlook

Ian Marthinsen, CFA, Portfolio Manager

Money in Motion It is a good time for active bond managers to add value in 2020. The US high yield bond market1 quickly shifted from a borrower’s market to a lender’s market, as the OAS…

Canso Corporate Bond Newsletter – June 2020

As governments now relax COVID-19 restrictions, whether too slowly or too quickly, we believe it is time to take stock of what has happened. Since COVID-19 reared its ugly head in Wuhan in mid-January, the financial…

Lysander Funds Limited Announces Lysander-Canso Credit Opportunities Fund is Open to Subscriptions from Registered Plans

Richard Usher-Jones

FOR IMMEDIATE RELEASE TORONTO, Ontario – June 4, 2020 – Lysander Funds Limited (“Lysander”) announced today that Lysander-Canso Credit Opportunities Fund (the “Fund”) is open to subscriptions from registered plans. The Fund is now a “mutual…

Canso Market Observer – April 2020

We are All Indexers and All Keynesians – The Canso team provides an in depth review of a turbulent first quarter in the latest newsletter.

March 2020: A Historic Month and Spotting Relative Value in Credit

Ian Marthinsen, CFA, Portfolio Manager

A Historic Month “Historic” is at least one word that can be used to describe the month of March and the impact the spread of the COVID-19 virus has had on many facets of life for…

Canso Market Px – March 30, 2020

The Canso team provides insights on credit market illiquidity, steepening yield curves, the tyranny of the bid/ask spread and more in the first Canso Market Px.