Podcast

KJ Harrison Insights –
Managing Risk & Returns

Episode 48 - Inside a Complex Investment Climate (September 2025)

In this episode of KJH Insights, Sarah Bull, Managing Partner & Portfolio Manager, and Andrew Csumrik, Portfolio Manager, explore the many crosscurrents shaping today’s investment landscape, from inflation and interest rates to shifting global demand and the continued dominance of mega caps fuelled by AI.

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

Andrew Csumrik, CFA®

Andrew Csumrik is a Portfolio Manager and member of the KJH Investment Team. He is Co-Portfolio Manager of the KJH Income Opportunities Fund and the KJH Opportunities Fund.

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