Despite inflation rising to levels not seen since August 2008, the Fed narrative is that this is simply “transitory”…
Is it us or does everything seem more expensive these days? From lumber to microchips to workers, there seems to…
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.
The hottest product on the market is…lumber? Increase in home reno projects due to COVID has caused lumber prices…
Lions Bay Fund had a record breaking Q1 thanks to the downside protection put in place in anticipation of the market-swinging…
With vaccination programs well on their ways around the world, CIO Scott Morrison talks about which stocks he is…
In his latest commentary, portfolio manager Andrew James Labbad discusses the controversial “I” word: Inflation…
One year into the pandemic of a lifetime, ripples are still being felt today. CIO Scott Morrison discusses how he positioned Panorama…
In February, the trending topic for investors shifted from “GameStop” to “10-year Treasury yield”. In his…