Podcast

KJ Harrison Insights –
Managing Risk & Returns

Episode 51 - 2025 Market Crosscurrents and the Outlook for 2026 (February 2026)

Despite a strong finish for equity markets in 2025, investors navigated a series of disruptive themes throughout the year, from DeepSeek-driven volatility early on to tariffs, geopolitical conflicts, and U.S. political risk. This episode reviews the forces that shaped markets in 2025 and considers the outlook for 2026, including consumer strength, market breadth, protectionism, elevated valuations, and risks associated with rising long-term interest rates.

Your Host

Sarah Bull, FCSI®, 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.

Share

If you would like to share this podcast with a friend, family member or colleague, click an icon below.

You might also like

Women & Wealth – A Look Back at 2025 and the Road Ahead (December 2025)

Sarah Bull welcomes Theresa Shutt, Chief Investment Officer at Harbourfront Wealth Management to reflect on an eventful 2025 and explore what themes matter for investors in 2026.

Episode 50 – What’s Really Driving This Market (November 2025)

In this episode, we take you inside the forces shaping today’s market. The discussion breaks down the latest pullback, explores why some parts of the economy are powering ahead while others are clearly losing momentum, and unpacks what Q3 earnings reveal once you look beneath the surface.