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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

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Episodi
  • Listen to the April 2026 Market Observer

    Listen to the April 2026 Market Observer
    Apr 20 2026

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    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 success of Trump’s Venezuelan adventure would lure him into trying his hand at Iran again. Our worries about eventual tariff driven inflation now seem quaint compared to what is going on with Iran’s blocking of the Strait of Hormuz and the damage to the oil industry in the Middle East, neither of which seemed considered in potential Iranian responses to the attack by the U.S. and Israeli militaries.


    SOURCES

    1. Source: rev. (2026, January 6). Trump speaks after US strikes Venezuela and Captures Maduro.
    2. Source: Faucon, Benoit. (2026, April 12). The U.S. Sank One of Iran’s Navies. The Other Still Controls Hormuz.
    3. Source: Leary, Alex. (2026, April 12). Trump Says Oil Prices May Be ‘a Little Bit Higher’
    4. Source: Reuters. (April 6, 2026). US service sector cools in March; price paid measure highest in 3-1/2 years
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    22 min
  • Listen to the January 2026 Corporate Bond Newsletter

    Listen to the January 2026 Corporate Bond Newsletter
    Jan 26 2026

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    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 extra-innings loss, the Jays wasted no time in their efforts to run it back, storming into the offseason with bold roster moves. Canadians are now gearing up for the upcoming Winter Olympics in February, where the return of NHL players to Olympic ice promises a thrilling showdown and a chance to reclaim hockey supremacy. All this evokes a sense of Canadian pride in the face of ever divisive issues. We are certainly operating in an environment of heightened uncertainty, though you wouldn’t know it from looking at financial market results.

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    18 min
  • Listen to the January 2026 Market Observer

    Listen to the January 2026 Market Observer
    Jan 16 2026

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    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 to bring hot markets with his election, as in his first term, investors soon learned to their chagrin that he was serious about his “Beautiful Tariffs”. Markets then tanked, recovered and then soared when he dropped the worst of his tariffs. That, and a renewed Artificial Intelligence (AI) mania, ignited a buying frenzy. Seemingly everything that could be traded went up, with even crypto, gold and silver joining the financial market glee.

    Sources:

    1. Source: The Washington Post. (2026, January 11). Running deficits larger than during the Great Depression is reckless.
    2. Source: Ward, Jasper. (2025, December 17). Trump says next Fed chair will believe in lower interest rates ‘by a lot’.
    3. Source: Swanson, Ana. (2026, January 3). Why Haven’t Trump’s Tariffs Had a Bigger Impact?
    4. Source: Board of Governors of the Federal Reserve System. (2023, November 8). Changes in U.S. Family Finances from 2019 to 2022.
    5. Source: Choi, Matthew and Merica, Dan. (2026, January 12). After Venezuela, Trump eyes Iran.
    6. Source: Atkins, Eric et al. (2025, November 30). Manufacturing meltdown.
    7. Source: Craig Brown, Robert. (2015, March 4). National Policy.
    8. Source: Smith, Fergal. (2026, January 2). Canadian factory downturn lengthens as new orders hit a three-month low.
    9. Source: Senate Democrats. (2026, January 3). President Trump Discusses the Capture of Nicolás Maduro in Venezuela.
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    34 min
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