KJH Insights - Managing Risk & Returns
Welcome to KJH Insights -- a podcast about managing risk and returns. In each episode, we look at the biggest issues affecting the market and offer advice and strategies to help you build and protect your wealth.
Episodes
From second marriages and shared assets to care responsibilities, family businesses, an...
In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, reflect on the market’s rebound since Q1, amid tariff threats and geopolitical uncertainty. They discuss the fading risk of recession, rising concerns about stagflation, and how KJH is positioning portfolios with a focus on quality and diversification in a volatile environment.
In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, discuss the uncertain economic landscape, driven by U.S. policy changes, trade negotiations, and shifting bond yields. They also explore Canada’s evolving role in the global economy, particularly in commodities, and the implications for investors. Join them as they cut through the noise to highlight the key issues impacting marke...
In this month’s KJH Insights, Joel Clark, CEO, and Sarah Bull, Portfolio Manager, explore the ripple effects of “Demolition Day” — when sweeping U.S. tariffs shook global markets — and why they believe the real story is about debt, recession risk, and policy missteps.
They unpack:
- Why gold is surging
- What yield reversals are telling us
- How we’re positioning portfolios with more credit, less equity, and a focus on quality
Sarah Bull is joined by Kate Pal, President and Estate Planning Advisor at Pal Insurance, and Ali Spinner, Partner of Tax and Estate Planning at Crowe Soberman LLP, to explore how women are earning, inheriting, and managing more wealth—and what that means for families.
Together, they go beyond the numbers to discuss:
• How family dynamics impact estate and wealth planning
• How women are leading and guiding the next generation
• Ho...
Markets have stumbled as volatility unsettles investor confidence, driven by Trump’s latest economic moves. In this episode of KJH Insights – Managing Risk & Returns, Sarah Bull, Partner & Portfolio Manager, and Joel Clark, CEO, analyze the potential motives behind Trump's strategy and his real endgame. They explore five key theories, the broader market impact, and why the volatility may create opportunities. Is this short-term tur...
Markets are hitting record highs, but questions remain about what’s next. In this episode of KJH Insights, Sarah Bull, Partner & Portfolio Manager, and Joel Clark, CEO, cut through the noise. They discuss the resilience of corporate earnings, the implications of rising bond yields, and how shifting political and economic landscapes, including Trump’s return and ongoing tariff discussions, are impacting ma...
In this episode, Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, break down the key forces shaping markets in 2025. From surging bond yields and renewed inflation to political shifts with Trump’s return and Trudeau’s resignation, they explore how these dynamics are driving market volatility. Amid record-high valuations and solid economic growth, they share how KJ Harrison’s investment strategy—focused on resilient, be...
In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, delve into the critical factors shaping equity, bond, and broader capital markets as we approach 2025. While the overall outlook for markets remains positive, they tackle pressing concerns such as the potential for the economy overheating, the resurgence of inflation, and the impact of Trump's tariffs.
This discussion offers insights on h...
The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth.
Join Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they explore the impact of slowing growth and inflation, the return of accommodative central banks, and the broader market opportunities emerging after the dominance of the Magnificent 7.
The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they delve into the recent market volatility and discuss slowing growth, easing inflation, and rising Fed rate cut expectations.
The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they discuss Nvidia's market dominance, the cautious pace of rate cuts, and avoiding unnecessary risks in today’s volatile economic landscape.
The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Gain insights from Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they discuss the risk of stagflation, the dynamics of the latest earnings season, and the impact of the US elections on markets and the broader economy.
The KJH Insights podcast on managing investment risk and returns looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth.
Join us this month as Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the potential resurgence of inflation, the recent short-term correction in equity markets, and asset allocation during this period.
The KJH Insights podcast on managing investment risk and returns takes a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth.
Join us this month as the KJH team explores the latest market dynamics, including the prevailing market optimism and growth.
The KJH Insights podcast, on managing investment risk and returns, takes a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join the KJH team as we discuss our market outlook for 2024, including the AI digital revolution, continued geopolitical instability, and the resurgence of fixed income as a significant contributor to portfolio returns.
The latest KJH Insights podcast, on managing investment risk and returns, takes a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join the KJH team as we discuss geopolitical instability, changing credit conditions and the continued opportunities in the bond market.
The latest KJH Insights podcast, on managing investment risk and returns, takes a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join the KJH team as they discuss the move in bond yields, its impact on the equity market, the question of a hard or soft landing, and the investment opportunities arising in the credit markets.
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