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. 

The latest KJH Insights podcast, on managing investment risk and returns, is available with a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Tune in to hear the KJH team discuss resurging inflation, persistent rate hike forecasts, and historical levels of bifurcation in the equity markets.

The latest KJH Insights podcast, on managing investment risk and returns, is available with a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Tune in to hear Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the rebound of inflation, the breakout in bond yields, and the vulnerability of asset values following a strong run over the summer.

The KJH Insights podcast, on managing investment risk and returns, is back with a look at the biggest issues affecting markets and how we navigate those issues to build and protect our clients’ wealth. Tune in to hear Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the ongoing resilience of the economy, central banks' determination to curb inflation, and the market bifurcation as mega-cap tech stocks rally.

The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss a Fed pivot, the impending economic recession, and the impact of the sticky labour market on earnings.

The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the economic slowdown, declining corporate earnings, the impact of big tech job losses on Fed policy, and the long-term investment opportunities in Canada. 

The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the signs of worldwide financial stress resulting in a slowing global economy, as well as the impact of what is expected to be a difficult Q3 earnings season.

The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the European energy crisis, the slowing global economy, and the short to medium-term opportunities in fixed income. 

The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the Fed's ongoing response to inflation, the recession risk, and the sweet spot in credit markets.

The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss central banks' response to rising inflation, the US dollar, and what a recession means for investors.

The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting recent volatile markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss soaring inflation and the Fed’s response, bear market volatility, and the risk of an earnings recession.

The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the Fed's plan for quantitative tightening, market volatility, and the risk of recession.

The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the ongoing factors contributing to rising inflation, "de-globalization," and impending interest rate hikes.

The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss Russia’s invasion of Ukraine and its implications on inflation, economic growth and the Fed’s next move.

Sarah Bull, Partner & Portfolio Manager, and Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, discuss the opportunities for technology and growth stocks. They look back on how the market has viewed tech stocks since 2020, the heightened market volatility, the recent sell-off in tech stocks, and share their views on the sector for 2022. Sarah and Reza also discuss the role that tech stocks continue to play in your investment portfolios.

Sarah Bull, Partner & Portfolio Manager, and Andrew Csumrik, Co-Portfolio Manager of the KJH Income Opportunities Fund and the KJH Opportunities Fund, discuss the current equity markets, offering insights on the current macro environment as well as our KJH investment philosophy and risk management strategies. The discussion will touch on the current market volatility as well as the opportunities we are seeing in certain sectors and how we expect to deliver returns on our clients'...

Sarah Bull, Partner & Portfolio Manager, and Jeff Sujitno of Wellington Square Capital Partners and Portfolio Manager of the KJH Senior Loan Fund, delve into the current fixed income environment and why senior loans are an important part of our asset allocation decisions for clients. Sarah and Jeff present a primer on senior loans, why this asset class is attractive in a period of ascending rates and the factors they are considering for the portfolio in 2022.

Sarah Bull, Partner & Portfolio Manager, and Daniel Child, Founding Partner of YTM Capital & Portfolio Manager of the KJH Credit Fund, discuss how the fixed income market dynamics have evolved and their expectations going forward, including how Fed policy is affecting the credit market, and how they are navigating the rising interest rate environment. Sarah and Daniel also outline where we see opportunities for 2022, where we believe there are risks and how we are positioning the KJH...

The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the current market, inflation risk and the Fed's anticipated response, as well as the investment opportunities in 2022.