Insights from Wealhouse
Sr Portfolio Manager
Despite inflation rising to levels not seen since August 2008, the Fed narrative is that this is simply "transitory". PM Andrew James Labbad discusses why he disagrees with market sentiment in his latest commentary.
Founder & CIO
Is it us or does everything seem more expensive these days? From lumber to microchips to workers, there seems to be a supply crunch for many items on our shopping lists. CIO Scott Morrison details why we are paying more lately in his latest commentary.
Sr Portfolio Manager
Few companies took advantage of last year's market decline the way CI Financial did, by making smart acquisitions south of the border. Now, the vertical integration paid off. Amplus Fund PM Andrew James Labbad explains his winning trade on CI's debt.
Sr Portfolio Manager
The hottest product on the market is...lumber? Increase in home reno projects due to COVID has caused lumber prices to soar. But latest CPI numbers show that lumber isn't the only price that went way up during the pandemic. Is this the first sign of the dreaded inflation? Amplus PM Andrew Labbad discusses in his latest commentary.
Portfolio Manager
Since the pandemic started, businesses quickly realized that many events are not covered by traditional insurance. Panorama PM Colin McPherson discusses how one undervalued company can take advantage of can take advantage of these gaps and continue its above-market growth.
Sr Portfolio Manager
Lions Bay Fund had a record breaking Q1 thanks to the downside protection put in place in anticipation of the market-swinging headlines.
Founder & CIO
With vaccination programs well on their ways around the world, CIO Scott Morrison talks about which stocks he is picking for Panorama Fund as the industries regain their momentum.
Sr Portfolio Manager
In his latest commentary, portfolio manager Andrew James Labbad discusses the controversial "I" word: Inflation. How is Amplus prepared for it? Read more here.
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.