Podcast

In this episode of KJH Insights, CEO Joel Clark and Managing Partner & Portfolio Manager Sarah Bull discuss the reacceleration of economic growth heading into Q1 2026 and the continued moderation of inflation shaping a “Goldilocks” environment, supportive of risk assets. However, they caution that equity multiples remain stretched and credit spreads tight, creating the potential for volatility to re-enter markets in 2026.

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

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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