Insights from Wealhouse

Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

The Light at the End of the Tunnel

Now that we can see a distant end to the pandemic, is it time to buy back names investors shed back in March? Or are some COVID trends here to stay? CIO Scott Morrison sees both sides in his latest commentary.

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Colin McPherson

Colin McPherson

Portfolio Manager


– Silver Linings

Silver Linings – Gildan

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.

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Scott Morrison

Scott Morrison

Founder & CIO


– Silver Linings

Silver Linings – Accor

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.

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Scott Morrison

Scott Morrison

Founder & CIO


– Silver Linings

Silver Linings – Siltronic AG

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.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund October Update

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.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Silver Linings

Silver Linings – CT REIT

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.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

The SPAC is Back

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?

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Commentary

A Closer Look at Market Breadth

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.)

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund September Update

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.

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