Silver Linings
Portfolio Manager
As the world strives to slow down climate change, Panorama portfolio manager Colin McPherson shares his thoughts on why this salmon producer is a good choice for the environment and for investment.
Sr Portfolio Manager
Few companies took advantage of last year's market decline the way CI Financial did, by making smart acquisitions south of the border. Now, the vertical integration paid off. Amplus Fund PM Andrew James Labbad explains his winning trade on CI's debt.
Portfolio Manager
Since the pandemic started, businesses quickly realized that many events are not covered by traditional insurance. Panorama PM Colin McPherson discusses how one undervalued company can take advantage of can take advantage of these gaps and continue its above-market growth.
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 IPO's. 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.