Insights from Wealhouse
Sr Portfolio Manager
Slow and steady wins the race. Senior Portfolio Manager, Andrew James Labbad, explains how investors are too focused on short term results. Amplus instead prioritizes adjusting the portfolio to better handle new market developments while still participating in the upside.
Sr Portfolio Manager
The value of an interest-rated hedge fixed income alternative continues to demonstrate its value to investors. Senior Portfolio Manager, Andrew James Labbad, breaks down how Amplus continues to beat credit benchmarks with positive returns.
Sr Portfolio Manager
Lions Bay Fund has remained defensively positioned - which led to a profitable first half of the year due to hedging practices and active trading. In this most recent commentary, Senior Portfolio Manager, Justin Anis, details one of this quarter's successful trades.
Founder & CIO
Interest rates have increased significantly, causing the economy and earning to slow. CIO & Founder, Scott Morrison, discusses how he reevaluates the portfolio continually to reposition assets and prioritize liquid investments.
Sr Portfolio Manager
When the stars align - In our most recent credit notes, we highlighted an increasing number of Canadian companies redeeming their debt early. The incentive for energy producers to reduce debt could not be greater. Current WTI prices have allowed many energy producers to extinguish debt a lot quicker than anticipated. In May, both Cenovus Energy and Suncor Energy chose to take out debt 2-3 years ahead of schedule. Despite WTI dropping $20 from its local highs from about one month ago, the forward crude curve is trading higher the past 3 months. All this to say, the free-cash-flow being generated by many of these energy producers in this current oil environment should allow for continued aggressive pay down of debt.
Sr Portfolio Manager
Amplus Credit Income Fund continues to benefit from Senior Portfolio Manager, Andrew James Labbad's experience and discipline in active trading in any market environment, especially in today's volatile markets. This commentary breaks down the main reasons the fund, currently yielding 8.5%, is able to outperform credit benchmarks with continued positive returns.
Sr Portfolio Manager
Our last credit note highlighted an increasing number of Canadian companies opportunistically redeeming their debt early at a premium. On that theme, Cenovus announced late yesterday that they were going to redeem early their CAD$ 2025 bonds on June 28, 2022. We held a core position in these bonds, and…
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.