Podcast

KJ Harrison Insights –
Managing Risk & Returns

Episode 27 - The Return of the Traditional Balanced Portfolio (July 2023)

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.

Your Host

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 is the CEO at KJ Harrison Investors and has been involved in developing the firm since its inception in 2001. Joel manages 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 wealth and is intent on managing risk in order to secure his clients‘ financial goals and futures.

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