Insights from Wealhouse
Sr Portfolio Manager
Fixed income markets in October can be summarized by a spike in interest rate volatility led by rising inflation fears. Senior Portfolio Manager, Andrew James Labbad, shares his take on the recent price action.
Founder & CIO
CIO Scott Morrison talks about how the Covid global crisis has affected consumerism and its impact on worldwide supply chains, as well as rising central bank interest rates and the increasing costs of food, energy and housing.
Sr Portfolio Manager
After recently being recognized as a top credit strategy of 2021 by Alternative IQ, PM Andrew James Labbad shares his views on the recent moves in rates and the new opportunities presenting themselves in this market environment.
Sr Portfolio Manager
Senior Portfolio Manager Justin Anis explains how the Lions Bay risk management philosophy helped deliver the Fund’s best month ever for performance relative to the S&P 500 in September. Up +32.75% year-to-date, Lions Bay is positioned defensively into year end for several reasons outlined here.
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
Here is a quick update on the live market conditions from Amplus Credit Income Fund's Senior Portfolio Manager, Andrew James Labbad.
Sr Portfolio Manager
As we move into a new season, PM Andrew James Labbad explains why Amplus’ ability to stay nimble is key -- so it can be quick to embrace the changes ahead.
Founder & CIO
As the U.S. government debates a $3.5 trillion stimulus package this month, Scott Morrison shares his thoughts on government debt, labour shortages, and inflation as well as how economies of other countries like Japan and China, are faring.
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.