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.

High Yield Bonds Have Shown to Improve Portfolio Alpha Through Periods of Uncertainty

Ian Marthinsen

The Great Divergence The current relationship between the S&P 500 and US economy can be characterized as bipolar. In the second quarter of 2020, the S&P 500 rallied by 20.5% and its forward P/E ratio (“P/E…

Canso Market Observer – July 2020

This edition of the Canso Market Observer covers: Lessons learned in 2020 The financial rally Opportunities to be had Summary: COVID-19 has exposed both risks and opportunities in the financial markets. Prior to the crisis the…

Canso Credit Income Fund – Recirculation of Class A Units (TSX Ticker: PBY.UN)

Richard Usher-Jones

TORONTO, June 23, 2020 /CNW/ – Lysander Funds Limited announces that Canso Credit Income Fund (the “Fund”) intends to recirculate Class A units of the Fund (TSX ticker: PBY.UN) tendered for redemption under the Fund’s annual…

Canso Credit Income Fund will discontinue servicing fees

Richard Usher-Jones

TORONTO, June 16, 2020 – Lysander Funds Limited announces that effective July 1, 2020, Canso Credit Income Fund (TSX: PBY.UN) will discontinue paying servicing fees, which are currently paid to dealers that have investors who hold…

Fallen Angels: 2020 Downgrades and Outlook

Ian Marthinsen

Money in Motion It is a good time for active bond managers to add value in 2020. The US high yield bond market1 quickly shifted from a borrower’s market to a lender’s market, as the OAS…

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…

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