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.

Interest Rates Are Rising – Is Now the Right Time for TIPS?

Ian Marthinsen

Quiet Capital Destruction Over the past six months, the US bond market1 has been losing money. As illustrated in Chart 1, longer-term US interest rates rose anywhere between 22 bps and 67 bps between July 31,…

Canso Corporate Bond Newsletter – February 2021

Lookin’ Out My Back Door In December 2019 we wrote: “If the rates markets, or the credit markets, or both reprice, we expect there to be some extraordinary opportunities in investment grade, high yield and leveraged…

Fulcra Q4 2020 Commentary

“It likely comes as no surprise, amongst our small cadre of followers, that Fulcra sits firmly in the camp that the current valuation of financial assets is expensive and virtually without precedent. An overwhelming driver is…

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

Ian Marthinsen

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 recent history that plunged global economies and capital markets into turmoil.…

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

Ian Marthinsen

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. However, while these vehicles may look attractive in the rear view…

Special Distribution for Canso Credit Income Fund

Richard Usher-Jones

Special Distribution for Canso Credit Income Fund (the “Fund”) 8Jan2021 TORONTO, January 8, 2021 /CNW/ – Lysander Funds Limited (“Lysander”) announces a special distribution for each class of units of Canso Credit Income Fund (TSX: PBY.UN)…

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