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
Tune in to hear how our investment team is navigating the noise with discipline and long-term clarity.
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