Insights from Wealhouse

Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Blog

Note from the Credit Desk

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…

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

“Hard” Economic Landing

CIO & Founder, Scott Morrison, discusses what to expect in the coming months as central banks raise rates and how this will effect investors.

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Commentary

Lions Bay Q1 2022 Commentary

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.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund March 2022 Commentary

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.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

Quality-Control Investment Checklist: Liquidity

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.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund February 2022 Commentary

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.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Blog

A Note from the Credit Desk

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…

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund January 2022 Commentary

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.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

Weathering Future Economic Storms

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.

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