Commentary Archives

What credit conditions are saying about the U.S. economy – September Market Memo

Following the 2022/2023 interest rate tightening cycle by central banks there has been a lot of talk about whether the U.S. economy can absorb higher interest rates and if central bankers can engineer a ‘soft-landing’ (ie.…

The Advantages of Bond Mutual Funds

Ian Marthinsen, CFA, MBA

Why You May Want to Buy Bonds Through a Fund Rather Than Doing it Yourself There are many decisions when building an investment portfolio, from selecting the asset mix, down to choosing the individual securities within…

Slater Quarterly Recap – July 2023

The Canadian Preferred Share market lost ground in April and May, but recovered some of those losses in June. Overall, the S&P/TSX Preferred Share Total Return Index (the “Index”) was down 2.07% in Q2/23. Similarly, Series…

Canso July 2023 Market Observer

Visual Changes You might have noticed the change to our Canso “Visual Capital”, as our experts on the subject call it, on our website and newsletter format. This is the fifth time in the 26-year history…

Canso July 2023 Corporate Bond Newsletter

O Canada! Canadians rejoiced the dramatic victory of Nick Taylor who became the first Canuck to win the Canadian Open since 1954. Meanwhile, Canadian bond investors are celebrating a victory of their own, with the return…

Disconnecting Price and Value – May Market Memo

Ian Marthinsen, CFA, MBA

March 2023 was an interesting month for credit investors. The effect of higher interest rates finally found a casualty in a surprising place as Silicon Valley Bank and Signature Bank of New York collapsed within days…

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