Insights from Wealhouse
Founder & CIO
One year into the pandemic of a lifetime, ripples are still being felt today. CIO Scott Morrison discusses how he positioned Panorama Fund to benefit from economic fallouts; as well as the dreaded tax increases to come.
Sr Portfolio Manager
In February, the trending topic for investors shifted from "GameStop" to "10-year Treasury yield". In his latest commentary, Amplus PM Andrew James Labbad explains how the rate affects both the stock market and his fund.
Portfolio Manager
Aon's current takeover of its rival secures the company to emerge from the pandemic stronger than ever. Panorama portfolio manager Colin McPherson, CFA explains in the latest Silver Linings.
Sr Portfolio Manager
GameStop, Reddit, Robinhood: all buzzwords in the month of January. In an environment of momentum-chasing, portfolio manager Andrew James Labbad talks about how he continues to generate consistent returns by sticking to discipline.
Founder & CIO
Panorama Fund is primed and ready to take advantage of the pandemic recovery. Find out more on his contrarian ideas in the latest commentary from CIO Scott Morrison.
Founder & CIO
All four Wealhouse strategies returned double digits in 2020. With another strong performance year behind us, CIO Scott Morrison addresses the next global economic challenge: deflation.
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 +18.61%. 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.