Commentary Archives

Insights

At Lysander Funds we strive to inform and educate Canadian investors. In this section you'll find resources that highlight the thinking of our Portfolio Managers.

Canso Corporate Bond Newsletter – June 2020

As governments now relax COVID-19 restrictions, whether too slowly or too quickly, we believe it is time to take stock of what has happened. Since COVID-19 reared its ugly head in Wuhan in mid-January, the financial…

Canso Market Observer – April 2020

We are All Indexers and All Keynesians – The Canso team provides an in depth review of a turbulent first quarter in the latest newsletter.

March 2020: A Historic Month and Spotting Relative Value in Credit

Ian Marthinsen, CFA, Portfolio Manager

A Historic Month “Historic” is at least one word that can be used to describe the month of March and the impact the spread of the COVID-19 virus has had on many facets of life for…

Canso Market Px – March 30, 2020

The Canso team provides insights on credit market illiquidity, steepening yield curves, the tyranny of the bid/ask spread and more in the first Canso Market Px.

An Update From John Carswell, President and CIO, Canso Investment Counsel Ltd. – March 23, 2020

John Carswell, President & CIO, Canso Investment Counsel Ltd. addresses the challenging market environment and the opportunities in corporate bonds. Download file below for full content:

Commentary from Matt Shandro, President and PM, Fulcra Asset Management Inc.

Dear Clients and Friends of Fulcra, During these uncertain times, we want to make sure that Fulcra investors/supporters are aware of our ability to continue to operate effectively as well as prepare for the opportunities that…