Charles F. Lasnier

Return to your seats and please fasten your seatbelts (part 2)

March 20, 2023 |Charles F. Lasnier

Hello, I mentioned this morning that bond rates had fallen. To add some explanation to those words, let's look at 3 bonds: Canada, February 2025 / Canada, September 2027 / Canada, December 2032 (so 2, 5 and 10 years). Compared to a month ago (i.e. February...

Return to your seats and please fasten your seatbelts.

March 20, 2023 |Charles F. Lasnier

Good morning, I often tell you about turbulence and we have had some for a week. Silicon Valley Bank and Signature Bank have fallen and been somewhat rescued between last Thursday and Sunday. This morning Credit Suisse is being clobbered by 20% on the...

Where are we going?

February 28, 2023 |Charles F. Lasnier

On Friday, January 14th, 2022, our annual Equity conference in Toronto came to an end. Four days of meetings and presentations from internal and external experts. Analysts, strategists and fellow portfolio managers. Their conclusion was unanimous. 2022...

The broken record

October 03, 2022 |Charles F. Lasnier

Dear client, It’s been a hectic few weeks since my last memo. Summer pretty much ended suddenly in Montreal with fall fast approaching and my weeks in Maine seemingly very far away… The first six months of 2022 were very difficult, and by the end of June...

Difficult readings last weekend!

May 25, 2022 |Charles F. Lasnier

Hello, I hope you had a nice long weekend. And that you avoided glancing at the business & economic newspapers. All of them depressing and negative. The Wall Street Journal, Barron's, The Economist, the business sections of the Globe & Mail and La Presse...

Many worries...

February 24, 2022 |Charles F. Lasnier

Good morning, I hope you are all well and that this is the beginning of the end of the various Covid-19 measures. Optimistically this will be a glimpse of a more pleasant spring than in recent months. In the case of financial markets, it is exactly the...

Wait a minute… This time is no different.

December 21, 2021 |Charles F. Lasnier

Good morning, The past few days have brought fear back into the stock market. Omicron, Senator Manchin or Inflation - All reasons given to explain why we’re back in a fearful place in the markets. This brings to mind the following 3 quotes: Wisdom is...

Simplicity.

August 03, 2021 |Charles F. Lasnier

It’s been a while since my last memo but I’ve known my next subject of discussion for some time. Simplicity. First and foremost, let me wish everyone a relaxing and safe summer. Winter was long and often under curfew orders, so having some freedom given...

This is a Big Change (part 3)

March 29, 2021 |Charles F. Lasnier

In the past few weeks the market has rallied however we have seen the biggest impact for balanced investors on the fixed income side and especially in the rise of long-term interest rates.

This is a big change (part 2)

March 24, 2021 |Charles F. Lasnier

Let's not forget that no matter what many people think, the federal government can't print money. When they run a deficit, which is obviously the case today, they finance themselves by borrowing money on the bond market.

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