Canso Investment Counsel

Visual Changes You might have noticed the change to our Canso “Visual Capital”, as our experts on the subject call it, on our website and newsletter format. This is the fifth time in the 26-year history…

O Canada! Canadians rejoiced the dramatic victory of Nick Taylor who became the first Canuck to win the Canadian Open since 1954. Meanwhile, Canadian bond investors are celebrating a victory of their own, with the return…

A Simpering, Whimpering Market Again?? We’ve used this musical theme in another Market Observer, but we can’t help using it again. One would think that Ella Fitzgerald was singing about our current financial markets: “I’m wild…

The Dance The year began with swift optimism. Equity markets quickstepped higher, while credit spreads swung tighter. Buyers lined up to purchase new bonds from both investment grade and non-investment grade issuers. In sequence, investors who…

Editor’s Note: We apologize in advance for possibly any seemingly out of date market numbers or comments, as the past couple of weeks have seen unprecedented volatility on a daily and even hourly basis. It has…

Against The Wind We say “Goodbye” to 2022 or, more fittingly for investors, “Good Riddance”. Sharply rising inflation and interest rate increases dominated the headlines and headspace for investors this past year. The experiment of zero…