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 how the KJH investment team is managing investment risk and optimizing returns as we close out the year.

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.