Insights from Wealhouse
Sr Portfolio Manager
With Fed Chairman Powell focused on the labour market, Andrew James Labbad gives his outlook on how the expiring unemployment subsidies may in fact lead to better economic jobs data and potentially sooner-than-expected tapering.
Sr Portfolio Manager
As Lions Bay Fund approaches its three-year anniversary this August, PM Justin Anis discusses the importance of determining the marginal buyer and the influence of retail investors on the market after a stellar first half performance.
Sr Portfolio Manager
Inflation rose again in June, setting yet another CPI record to levels unseen since August 2008. PM Andrew James Labbad breaks down how he is positioning Amplus to take advantage of this foreseeable uncertainty.
Sr Portfolio Manager
Despite inflation rising to levels not seen since August 2008, the Fed narrative is that this is simply "transitory". PM Andrew James Labbad discusses why he disagrees with market sentiment in his latest commentary.
Founder & CIO
Is it us or does everything seem more expensive these days? From lumber to microchips to workers, there seems to be a supply crunch for many items on our shopping lists. CIO Scott Morrison details why we are paying more lately in his latest commentary.
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.
Sr Portfolio Manager
The hottest product on the market is...lumber? Increase in home reno projects due to COVID has caused lumber prices to soar. But latest CPI numbers show that lumber isn't the only price that went way up during the pandemic. Is this the first sign of the dreaded inflation? Amplus PM Andrew Labbad discusses in his latest commentary.
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.
Sr Portfolio Manager
Lions Bay Fund had a record breaking Q1 thanks to the downside protection put in place in anticipation of the market-swinging headlines.