Podcast

KJ Harrison Insights –
Managing Risk & Returns

Episode 42 - KJH Insights: Positioning for Opportunity in 2025 (January 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.

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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