Commentary Archives

2019 Bulls versus 1970s Bears: What Does it Mean for Investors in 2022?

Ian Marthinsen, CFA, MBA

No shelter for investors in 2022 2022 has been a challenging year for investors. Not just for high-risk equity investors, but also for low-risk bond investors. As illustrated in Chart 1, year-to-date as of August 31,…

September 2022

Slater Monthly Recap – August 2022

The Canadian Preferred Share market was up and down in August, but ended the month on a positive note. The S&P/TSX Preferred Share Total Return Index (the “Index”) gained 1.12%, while Series F of Lysander-Slater Preferred…

September 2022

Winding Road

Macro Musings Since the beginning of the year, the threat of higher interest rates has played out. The result has been a bond / growth stock rout for the ages, despite the US Federal Reserve (the…

August 2022

Lysander-Triasima All Country Long/Short Equity Fund
Second Quarter Commentary

The economy COVID-19’s influence on economic activity has become largely immaterial by now. Notwithstanding, some impact was recently felt in China due to their zero-COVID policy shutdowns. Inflation rose further in advanced countries to levels unexpected…

August 2022

Lysander-Triasima All Country Equity Fund
Second Quarter Commentary

The Economy COVID-19’s influence on economic activity has become largely immaterial by now. Notwithstanding, some impact was recently felt in China due to their zero-COVID policy shutdowns. Inflation rose further in advanced countries to levels unexpected…

July 2022

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

Portfolio Manager

Asset Class