Silver Linings
Portfolio Manager
Aon's current takeover of its rival secures the company to emerge from the pandemic stronger than ever. Panorama portfolio manager Colin McPherson, CFA explains in the latest Silver Linings.
Portfolio Manager
New COVID-19 lockdowns around the globe mean more days of working from home. Panorama portfolio manager Colin McPherson explains his investment thesis on how leisure apparel is here to stay.
Founder & CIO
The travel sector is unloved at the moment, but with recent good news on vaccines, things are looking more positive. CIO Scott Morrison details one travel stock that he thinks will bounce back faster than others.
Founder & CIO
With the world hunkering down at home and online, there are growing needs for the semiconductor companies who supply all of our smart devices. CIO Scott Morrison discusses one of these companies and why they are a pick to watch.
Sr Portfolio Manager
Sentiments towards commercial real estate has cooled since the pandemic shutdowns began earlier this year, slowing down business for many retailers. However, Amplus Fund manager Andrew James Labbad, CFA thinks some REITS deserve a deeper look.
Portfolio Manager
Q3 2020 was a monster quarter for IPOs. In the newest Silver Linings, portfolio manager Colin McPherson, CFA discusses one IPO he participated in and how it may benefit from the on-going pandemic.
Sr Portfolio Manager
For the first time in our Silver Linings series, we will be featuring a fixed income pick. This week, senior portfolio manager Andrew James Labbad, CFA tells us about his latest investment thesis.
Founder & CIO
Last week, U.S. Senate passed the Holding Foreign Companies Accountable Act, creating uncertainty to many Chinese companies listed on U.S. exchanges. In this week's Silver Lining, CIO Scott Morrison explains why he is still investing in a Chinese company, one that is listed in Shanghai.
Sr Portfolio Manager
With investor demands driving emphasis on sustainability, companies with ESG strategies may be impactful for shareholder value. Lions Bay Fund portfolio manager Justin Anis, CFA discusses his latest investment thesis.