Commentary Archives | Lysander Funds Ltd.

Commentary January 2021

Corporate Bonds: After the Volatility of 2020, Where Do We go From Here in 2021?

A Tale of Two Markets There is much that can be said about the year 2020. The COVID-19 pandemic was a truly unprecedented event in…

by Ian Marthinsen, Portfolio Strategist

Commentary

January 2021

Corporate Bonds: After the Volatility of 2020, Where Do We go From Here in 2021?

A Tale of Two Markets There is much that can be said about the year 2020. The COVID-19 pandemic was a truly unprecedented event in…
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Commentary

January 2021

Why research and precision are keys to successful investing in a low-yield environment

After a banner year of returns in the broad bond market, it may be tempting to invest in a broad market index vehicle in 2021.…
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Commentary

January 2021

Slater December 2020 Commentary

“We also forecast that approximately $8 billion in Canadian Preferred Shares will be redeemed this year, with little new issuances to fill the void. An…
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Commentary

January 2021

Canso Market Observer - January 2021

A Message to Our Clients and Readers Welcome to the “Raging 2020s”! A Microscopic Turned Macroeconomic Problem Lots of Drunks at the Market Party A…
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Commentary

December 2020

Slater November 2020 Monthly Recap

“We continue to look for opportunities in discounted fixed resets that offer a yield over 5% and should benefit from a recovery in the 5-year…
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Commentary

November 2020

Slater October 2020 Monthly Recap

The Canadian Preferred Share market weakened along with common equity markets in the last week of October. After having been up by as much as…
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