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.

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

Ian Marthinsen

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,…

Lysander Funds Announces Listing of Lysander-Canso Corporate Treasury ActivETF and Lysander-Canso Floating Rate ActivETF

TORONTO, September 1, 2022 – Lysander Funds Limited (“Lysander”) and Canso Investment Counsel Ltd. (“Canso”) are excited to announce the launch of Lysander-Canso Corporate Treasury ActivETF and Lysander-Canso Floating Rate ActivETF. These ETFs are exchange-traded mutual…

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…

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…

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…

Patient Capital Quarterly Commentary – Q2 2022

Concern over rising inflation was the major theme during the second quarter of 2022. Investors started to conclude that inflation was not going to be transitory and instead might be a persistent problem into the future.…

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