Insights from Wealhouse
Sr Portfolio Manager
The last few weeks have been nothing short of emotionally exhausting for many investors. The volatility in equity and fixed income remain at elevated levels. With this comes opportunity, and Amplus has the flexibility of using many tools at its disposal to produce positive returns for our investors in any…
Founder & CIO
CIO & Founder, Scott Morrison, discusses what to expect in the coming months as central banks raise rates and how this will effect investors.
Sr Portfolio Manager
Lions Bay Fund entered the year positioned extremely defensively and was able to profit from the volatile market. Senior Portfolio Manager, Justin Anis, discusses why active trading and hedging proved to be a profitable strategy this quarter.
Sr Portfolio Manager
March has proved to be one of the most active months due to current market dynamics. Senior Portfolio Manager, Andrew James Labbad, dives into why we are excited to be buying credit and how the fund continues to outperform credit benchmarks.
Founder & CIO
The Russian invasion of Ukraine has impacted the already volatile market. Gas, food commodity, and housing prices continue to increase. CIO & Founder, Scott Morrison, shares his thoughts and risk-management process.
Sr Portfolio Manager
February saw the widest index spread levels since late October 2020. Senior Portfolio Manager, Andrew James Labbad, shares how Amplus Credit Income Fund continues to outperform credit benchmarks.
Sr Portfolio Manager
As we’ve highlighted in our most recent client updates, credit markets have been frothy since mid-November. Over that time frame, senior bank credit spreads are over 50 basis points wider. Given our disciplined approach to active management, our performance remained positive. In comparison, a passively managed interest-rated hedged credit index…
Sr Portfolio Manager
With the recent pull back in January, credit spread dispersion between sectors remains the lowest it has been in over seven years. Weaker credits have not moved any wider versus higher quality names. With this comes opportunity. Senior Portfolio Manager, Andrew James Labbad, discusses why Wealhouse is becoming increasingly bullish on credit.
Founder & CIO
Economic rebound, inflation likely to peak, and interests rates going higher. Founder & CIO, Scott Morrison, shares his thoughts on how this will impact the market.