Commentary Archives

Slater Canadian Preferred Share Market Recap – December 2022

Tax-loss selling of Canadian Preferred Shares persisted in December. As a result, the S&P/TSX Preferred Share Total Return Index (the “Index”) lost 1.75% in the month, and finished the year down 18.08%. Similarly, Series F of…

Canso Corporate Bond Newsletter – January 2023

Against The Wind We say “Goodbye” to 2022 or, more fittingly for investors, “Good Riddance”. Sharply rising inflation and interest rate increases dominated the headlines and headspace for investors this past year. The experiment of zero…

Canso Market Observer – December 2022

It’s been quite a while since the end of the 3rd Quarter of 2022, and we’ve been watching the markets and waiting for things to settle down. And settle down they did not. That means that…

Lysander-Triasima All Country Long/Short Fund Third Quarter 2022 Commentary

The economy Elevated inflation is the dominant macroeconomic theme currently. It is the result of former easy monetary policies, a tight labour market and lingering pandemic disruptions to supply chains. Central bankers have become steadfast in…

The End is Near …to the Year

September was an awful month for risk markets as the full realization of the Federal Reserve’s determination to break the back of inflation destroyed investor sentiment. While the price of both oil (WTI down over 11%)…

Author