Podcast

KJ Harrison Insights –
Managing Risk & Returns

Episode 47 - From Recession Risk to Rebound: What’s Driving Markets Now (June 2025)

In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, reflect on the market’s rebound since Q1, amid tariff threats and geopolitical uncertainty. They discuss the fading risk of recession, rising concerns about stagflation, and how KJH is positioning portfolios with a focus on quality and diversification in a volatile environment.

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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