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Listen to the October 2026 Market Observer
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Canso provides portfolio management services to Canadian institutional and private investors, specializing in fundamental research and security selection. These publications have been prepared by Canso Investment Counsel Ltd. and have been prepared solely for information purposes. Information in these publications is not intended to constitute legal, tax, securities or investment advice and is made available on an “as is” basis. Information in these presentations is subject to change without notice. Canso Investment Counsel Ltd. does not assume any duty to update any information herein. Certain information in these publications has been derived or obtained from sources believed to be trustworthy and/or reliable. Canso Investment Counsel Ltd. does not assume responsibility for the accuracy, currency, reliability or correctness of any such information. These publications may contain forward-looking statements. Statements concerning a fund’s or entity’s objectives, goals, strategies, intentions, plans, beliefs, expectations and estimates, and the business, operations, financial performance and condition are forward-looking statements. The words “believe”, “expect”, “anticipate”, “estimate”, “intend”, “aims”, “may”, “will”, “would” and similar expressions and the negative of such expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. These forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from current expectations. Viewers are cautioned not to place undue reliance on these forward-looking statements. While Canso Investment Counsel Ltd. consider these risks and uncertainties to be reasonable based on information currently available, they may prove to be incorrect. Please refer to the Canso website to view our source disclaimers at www.cansofunds.com/publications
Episoder
De nyeste 20 af 39 episoder
- Listen to the October 2026 Market Observer · 17 min.Send us Fan Mail AI investment is expected to be the largest sectoral investment in the U.S., surpassing other major projects such as the fibre network for internet and…
- Listen to the October 2026 Corporate Bond Newsletter · 16 min.Send us Fan Mail Trade tensions between Canada and the United States re-emerged over the summer as efforts to reach a broader trade agreement ultimately broke down. While both…
- Listen to the July 2026 Corporate Bond Newsletter · 19 min.Send us Fan Mail The U.S. Federal Reserve (Fed) entered a new era in May as Kevin Warsh succeeded Jerome Powell as Chair. Powell, who held the position since 2018, leaves the…
- Listen to the July 2026 Market Observer · 21 min.Send us Fan Mail Alan Greenspan passed away on June 22nd. He was 100. Dubbed the “maestro” for his almost two decades as the Federal Reserve chair when the American economy…
- Listen to the April 2026 Corporate Bond Newsletter · 18 min.Send us Fan Mail Oil markets were rocked following President Trump’s initial strikes on Iran. Global benchmark levels quickly rose over 60% in price, surpassing US$100/barrel for…
- Listen to the April 2026 Market Observer · 22 min.Send us Fan Mail The financial and energy markets have run aground in the Strait of Hormuz. We and most knowledgeable experts had no idea that the perceived acclaim, ease and…
- Listen to the January 2026 Corporate Bond Newsletter · 18 min.Send us Fan Mail The Blue Jays captured the hearts of Canadians this past season with an improbable run to the World Series. And while it ended with the heartbreak of a Game 7…
- Listen to the January 2026 Market Observer · 34 min.Send us Fan Mail Last year was a volatile one for the financial markets as unpredictable Donald Trump entered the White House in January. Expecting the returning President Trump…
- Listen to the October 2025 Market Observer · 21 min.Send us Fan Mail We last left you in early July with the observation that the financial markets now seemed to thrive on and reward uncertainty. The equity and credit markets had…
- Listen to the October 2025 Corporate Bond Newsletter · 13 min.Send us Fan Mail Fear and uncertainty moved aside this summer, and optimism is now abound. Central Bankers are cutting rates, equity markets are touching new highs, and the…
- Listen to the July 2025 Corporate Bond Newsletter · 20 min.Send us Fan Mail Interest rates have been on the rise since the end of the first quarter, particularly in the long-end of the curve. From March 31st until time of publication…
- Listen to the July 2025 Market Observer · 21 min.Send us Fan Mail The theme of our previous April 2025 Market Observer was that only a fool would try to predict what would happen to the financial markets and the global…
- Listen to the October 2024 Market Observer · 19 min.Send us Fan Mail We were writing about the confused state of political and economic affairs in June and wondered, like the Marvin Gaye song title, “What’s Going On?”. We…
- Listen to the July 2024 Corporate Bond Newsletter · 17 min.Send us Fan Mail We are starting to see more and more credit opportunities emerging. Even though default rates remain relatively low, the increase in distressed transactions…
- Listen to the July 2024 Market Observer · 26 min.Send us Fan Mail "What’s Going On” was the plaintive refrain and title of Marvin Gaye’s 1971 hit song about the controversial Vietnam War and the resulting societal and political…







