Podcast
KJ Harrison Insights –
Managing Risk & Returns
Markets have stumbled as volatility unsettles investor confidence, driven by Trump’s latest economic moves. In this episode of KJH Insights – Managing Risk & Returns, Sarah Bull, Partner & Portfolio Manager, and Joel Clark, CEO, analyze the potential motives behind his strategy and his real endgame. They explore five key theories, the broader market impact, and why the volatility may create opportunities. Is this short-term turbulence or a sign of deeper shifts ahead?
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.
Episode 43 – Cutting Through the Noise – Staying Focused in a Volatile Environment (February 2025)
Joel Clark and Sarah Bull discuss the resilience of corporate earnings, the implications of rising bond yields, and how shifting political and economic landscapes, including Trump’s return and ongoing tariff discussions, are impacting markets.
Episode 42 – KJH Insights: Positioning for Opportunity in 2025 (January 2025)
Joel Clark and Sarah Bull 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.
