KJ Harrison Insights –
Managing Risk & Returns
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, CIM®
With over 25 years of experience in the financial industry, Sarah specializes in managing investment portfolios for high and ultra-high net worth individuals and advising them on the complexities associated with their wealth. Sarah is dedicated to helping her clients – both individuals and families – with the transition through different stages of their lives and helping them to manage risk and secure their legacies with solid investment decisions.
Joel Clark, CFA
Joel has been CEO and Portfolio Manager at KJ Harrison Investors for 17 years where the business has grown from $80 million in AUM in 2001 to over $1 billion in AUM, where it stands today. Joel manages the investment portfolios, on a discretionary basis, for high net worth and ultra-high net worth individuals and families throughout Canada. Joel takes a holistic approach to managing portfolios and is intent that risk is well managed to secure his clients‘ financial goals and futures.
Episode 16 – What to Watch: A Look Back on 2021 and Our Investment Outlook for 2022 (January 2022)
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.
Episode 15 – How the Market Is Dealing With the Omicron Variant and Fed Action (December 2021)
Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the market volatility, the Fed’s response to inflation and the effects of the Omicron variant.