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.
Intro Before diving into our latest investment commentary and analysis we would like to acknowledge that Fulcra, as of July 2024 is celebrating 15 years of investing in credit markets. Thank you to our investors who…
The idea of the global economy landing softly or abruptly or somewhere in between is a strange narrative. After landing, does the economy stop? The obvious answer is no. Like passengers that may never return to…
The bond Bear The weekends after the end of Q3, the bear market in US Treasury long duration bonds surpassed the cumulative peak-to-trough declines in the S&P 500 index during the 2008-2009 financial crisis. While it…
Sublime Comparing yields of US corporate bonds (Investment Grade (“IG”) and High Yield (“HY”)) at the end of last year to the end of March 2023, an investor could not be faulted for thinking much had…
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