Forward Observer Radio public
[search 0]

Download the App!

show episodes
 
C
Canso Radio

1
Canso Radio

Canso Investment Counsel Ltd.

Unsubscribe
Unsubscribe
Monthly
 
About Canso provides portfolio management services to Canadian institutional and private investors, specializing in fundamental research and security selection. Disclaimer This publication has been prepared by Canso Investment Counsel Ltd. and has been prepared solely for information purposes. Information in this publication is not intended to constitute legal, tax, securities or investment advice and is made available on an “as is” basis. Information in this presentation is subject to chang ...
  continue reading
 
Loading …
show series
 
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 were knocked down by one of the worst years of their careers bounced back up and danced.…
  continue reading
 
We continue to see that inflation hopes are springing eternal in the world’s bond markets in the Spring of 2023. The bond market is moving manically between elation that nagging inflation has finally been vanquished, and fears that it has not. It depends on the day, the hour, or even the minute after an “important number” is released, but bond trad…
  continue reading
 
The recent rise in Canadian bond market yields is something that bond investors have seldom seen in their professional lifetimes, and never for a sustained period. After hitting generational lows from 2010 to 2020 when central bankers became enamoured with ZIRP (Zero Interest Rate Policy) and QE (Quantitative Easing), there was nowhere to go but up…
  continue reading
 
Loading …

Quick Reference Guide

Copyright 2023 | Sitemap | Privacy Policy | Terms of Service |