Insights from Wealhouse
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 James Labbad discusses how he positioned the fund to weather the volatility.
Sr Portfolio Manager
Sentiments towards commercial real estate has cooled since the pandemic shutdowns began earlier this year, slowing down business for many retailers. However, Amplus Fund manager Andrew James Labbad, CFA thinks some REITS deserve a deeper look.
Founder & CIO
In the the latest Panorama commentary, CIO Scott Morrison explains the hottest trend in the equity market: SPACs. What are they and are they worth investing in?
Sr Portfolio Manager
The market selloff in September didn't tell the whole story. In his latest commentary, Lions Bay portfolio manager Justin Anis, CFA explains why, despite the correction, recovery is looking alive. (And yes, he talks about the election too.)
Sr Portfolio Manager
Since taking a defensive view at the beginning of the month, Amplus was up +2.36% in September, bringing YTD total to +12.82%. Portfolio manager Andrew James Labbad, CFA explains his thesis and his outlook for the election season.
Portfolio Manager
Q3 2020 was a monster quarter for IPOs. In the newest Silver Linings, portfolio manager Colin McPherson, CFA discusses one IPO he participated in and how it may benefit from the on-going pandemic.