Insights from Wealhouse
Sr Portfolio Manager
Rounding up a turbulent 2020, senior PM Justin Anis discusses why the current price action of the market may not align with that feeling in your gut and what this may mean for Lions Bay Fund in 2021.
Sr Portfolio Manager
In its inaugural year, Amplus Fund closed 2020 up +19.02%. Portfolio manager Andrew James Labbad comments on the importance of steady, incremental gains, as well as his outlook on credit for the new year.
Founder & CIO
In his final commentary of the year, CIO Scott Morrison discusses the biggest market movers of 2020 and his outlook for the new year.
Sr Portfolio Manager
With vaccinations under way, assets rallied in November, benefitting Amplus Fund with another solid month in performance. Read more in the latest commentary from portfolio manager Andrew James Labbad.
Founder & CIO
Now that we can see a distant end to the pandemic, is it time to buy back names investors shed back in March? Or are some COVID trends here to stay? CIO Scott Morrison sees both sides in his latest commentary.
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
Two headlines dominated the news recently: the U.S. election and Pfizer's COVID vaccine, causing major swings in the market. Amplus Fund portfolio manager Andrew Labbad discusses how he positioned the fund to weather the volatility.