KJH Insights - Managing Risk & Returns

Written by: KJ Harrison Investors
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  • Summary

  • 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.
    Any redistribution or reproduction of part or all of the contents in any form is prohibited. However, we welcome you to download and play/share the podcast with others for personal use. You may not distribute or commercially exploit the content.
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Economics Personal Finance
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Episodes
  • Episode 42 - KJH Insights: Positioning for Opportunity in 2025

    Episode 42 - KJH Insights: Positioning for Opportunity in 2025
    Jan 16 2025

    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, best-in-class businesses and strategic credit exposure—helps them navigate uncertainty and capitalize on emerging opportunities.
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    17 mins
  • Episode 41 - How Growth and Economic Confidence Are Shaping 2025 (December 2024)

    Episode 41 - How Growth and Economic Confidence Are Shaping 2025 (December 2024)
    Dec 19 2024

    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.
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    16 mins
  • Episode 40 - Navigating Post-Election Market Opportunities & Risks (November 2024)

    Episode 40 - Navigating Post-Election Market Opportunities & Risks (November 2024)
    Nov 21 2024
    The KJH Insights podcast explores managing investment risk and returns, examining the biggest market challenges and how to navigate them to build and protect wealth. Join Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they delve into the post-U.S. election market rally, the resulting favourable economic conditions driving broader market opportunities, and what this means for diversified investors. Listen to insights on global growth, inflation risks, and narrow bond yields to better understand today’s shifting market dynamics.
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    12 mins

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