Insights from Wealhouse
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.
Since the pandemic started, businesses quickly realized that many events are not covered by traditional insurance. We discuss below how one undervalued company 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.
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.
Aon's current takeover of its rival secures the company to emerge from the pandemic stronger than ever.We explain below 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.