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 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.

An Update From John Carswell, President and CIO, Canso Investment Counsel Ltd. – March 23, 2020

John Carswell, President & CIO, Canso Investment Counsel Ltd. addresses the challenging market environment and the opportunities in corporate bonds. Download file below for full content:

Commentary from Matt Shandro, President and PM, Fulcra Asset Management Inc.

Dear Clients and Friends of Fulcra, During these uncertain times, we want to make sure that Fulcra investors/supporters are aware of our ability to continue to operate effectively as well as prepare for the opportunities that…

A Letter From John Carswell, President & CIO, Canso Investment Counsel Ltd.

We have been getting a lot of questions on the turmoil in the financial markets and what we are doing for our Pandemic Response. Download file below for full content:

Canso Corporate Bond Newsletter – March 2020

On March 3rd, authorities at the Federal Reserve unanimously voted to step in front of the runaway Coronavirus train. Concerned COVID-19 posed “evolving risks” to an otherwise “strong” U.S. economy, the Fed slashed overnight rates 50bps.…

The U.S. Corporate Bond Index is Looking More Like a Stock Buyback Index

Ian Marthinsen, CFA, Portfolio Manager

The New Normal The “new normal” is a term that has been used to describe the post-2008 financial crisis era, in part because economic policies that were uncommon, such as zero interest rate policy and quantitative…