Insights from Wealhouse
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.
Q3 2020 was a monster quarter for IPO's. In the newest Silver Linings, we discuss one IPO we participated in and how it may benefit from the on-going pandemic.
Sr Portfolio Manager
Bank of Canada's bond-buying program will now further support the fixed-income market by directly including hedge funds. Portfolio manager Andrew James Labbad explains how this can benefit Amplus Fund.
Founder & CIO
In this latest commentary, CIO Scott Morrison discusses both ends of what's shaping up to be a barbell economy: industries and companies who got a boost as a result of COVID, as well as businesses that got left behind.