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.

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…

A Letter From John Carswell, President & CIO, Canso Investment Counsel Ltd.

We have been getting a lot of questions on the turmoil in the financial markets and what we are doing for our Pandemic Response. Download file below for full content:

Canso Corporate Bond Newsletter – March 2020

On March 3rd, authorities at the Federal Reserve unanimously voted to step in front of the runaway Coronavirus train. Concerned COVID-19 posed “evolving risks” to an otherwise “strong” U.S. economy, the Fed slashed overnight rates 50bps.…

The U.S. Corporate Bond Index is Looking More Like a Stock Buyback Index

Ian Marthinsen, CFA, Portfolio Manager

The New Normal The “new normal” is a term that has been used to describe the post-2008 financial crisis era, in part because economic policies that were uncommon, such as zero interest rate policy and quantitative…

Negative Interest Rates

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Yield Curve Inversion

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