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.

Green Bonds: Value Driver or Value Tax?

Ian Marthinsen, CFA, Portfolio Manager

Going Green A growing trend in investment portfolios today is the presence of Environmental, Social and Governance (“ESG”) investments. In the bond market, “green bonds” are investments that fall under the ESG framework, and in order…

Fulcra Commentary: Q4 2019

The US Federal Reserve’s shift to a more dovish interest rate stance in early 2019 helped fuel the S&P 500 to a return of 31.8 percent for the year1. Similarly, other risk markets like the US…

Canso Market Observer – 2020 January

The year 2019 was a study in the hopes and dreams of the very human investment markets. Far from dispassionately evaluating the markets using artificial intelligence, investor sentiment swung between elation and making money to fears…

Credit Spread Movement

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Current Opportunities In Credit

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2019 Bond Market Review: Abnormal Returns & Hidden Risks

Ian Marthinsen, CFA, Portfolio Manager

It is said that investor euphoria is the final stage of a bull market, and in 2019, investors should be feeling pretty good. Canadian equities (S&P/TSX Total Return Index), U.S. equities (S&P 500 Total Return Index),…