Commentary Archives | Lysander Funds Ltd.

Commentary May 2022

Slater Monthly Recap - April 2022

The Preferred Share market was volatile in April with the S&P/TSX Preferred Share Total Return Index (the “Index”) losing 7.04%. Series F of the Lysander-Slater…

Commentary

May 2022

Slater Monthly Recap - April 2022

The Preferred Share market was volatile in April with the S&P/TSX Preferred Share Total Return Index (the “Index”) losing 7.04%. Series F of the Lysander-Slater…
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Commentary

May 2022

The Dot Plot Thickens

The Federal Reserve’s dot plot was created in 2012 post the financial recession of 2008 / 2009. In 2012, like recent times, interest rates were…
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Commentary

May 2022

Understanding the Value of Limited Recourse Capital Notes vs. Preferred Shares & Traditional Bonds

Part-Bond-Part-Preferred Share On July 28th, 2020, the Royal Bank of Canada (“RBC”) introduced the first Limited Recourse Capital Note (“LRCN”) to the Canadian marketplace. Nearly…
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Commentary

April 2022

Canso Corporate Bond Newsletter - April 2022

The Day the Music Died Historically, war or a large corporate insolvency, or both occurring at the same time, would have roiled the global capital…
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Commentary

April 2022

Canso Market Observer - April 2022

The first quarter of 2022 saw the violent invasion of Ukraine by Russia. This upended the peaceful order in Europe that existed after the end…
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Commentary

February 2022

Canso Corporate Bond Newsletter - February 2022

Lather, Rinse, Repeat We started 2021 talking the pandemic and central banks. We ended the year talking the pandemic and central banks. In January, U.S.…
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