Commentary – Lysander Funds Ltd.

Canso Corporate Bond Newsletter – July 2022

Everything Except My Mortgage Blown Away From Auckland, to London, to Ottawa, central banks raised overnight rates in a race to restore price stability and their own credibility. Stocks, bonds, crypto, real estate – if you…

July 2022

Patient Capital Quarterly Commentary – Q2 2022

Concern over rising inflation was the major theme during the second quarter of 2022. Investors started to conclude that inflation was not going to be transitory and instead might be a persistent problem into the future.…

July 2022

Slater Monthly Recap – June 2022

The Canadian Preferred Share market was not spared from global market volatility in June. As a result, the S&P/TSX Preferred Share Total Return Index (the “Index”) lost 5.29%. Following suit, series F of Lysander-Slater Preferred Share…

July 2022

Canso Market Observer – July 2022

Once it looked like inflation was not a “temporary supply side” phenomenon, central banks rushed to correct their now very obvious mistake. They had created far too much money than was necessary for actual economic activity…

July 2022

Central Banks are Losing Credibility and Interest Rates are Rising: Now is the Time for Bond Investors to Act

Ian Marthinsen, CFA, MBA

Watershed Moment On Friday, June 10th, 2022, Headline YoY US CPI was reported at a level of 8.6%, exceeding market expectations and was the largest print since December 1981. The May 2022 US CPI print could…

July 2022

Slater Commentary – May 2022

The Preferred Share market had a nice bounce back month in May with the S&P/TSX Preferred Share Total Return Index (the “Index”) up 5.01%. Series F of the Lysander-Slater Preferred Share Dividend Fund (the “Fund”) and…

June 2022

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