Insights

Periodic insights from our Investment and Private Client Teams on a broad range of investment and advice-related topics

Featured Insights

Episode 10 – Managing Risk and Returns (July 2021)

Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the key themes guiding KJH's investment decisions this month including the strength and longevity of the economic recovery and the true health of the market after many indices hit all-time highs.

Retirement Planning & the Lessons of COVID

COVID-19 has had a profound impact on our daily lives for over a year. For many people approaching or in retirement, the pandemic has prompted a significant rethinking of their future lifestyle and finances. As part of our Wealth, Health & Kids series, the KJH team has outlined six considerations relevant to retirement planning in the post-COVID world.

KJH Insights: Generating Yield in an Inflationary Environment

Learn more about the risk reflation poses to traditional bond allocations, the adverse impact of rising interest rates and alternative assets to generate income in this environment.

Episode 7 (Bonus) – Generating Yield in an Inflationary Environment (April 2021)

Many investors rely on the traditional 60% equities / 40% bonds model for a balanced portfolio which, for decades, has been a recipe for success. But in today's low rate environment, the 40% is no longer generating a reliable income and someinvestors are losing capital.

Investing in the Senior Loans Market

Canadians are grossly underinvested in senior loans and Jeff Sujitno, Senior Portfolio Manager at Wellington Square Capital Partners, says it’s a missed opportunity. For context, this huge US$1.3 trillion market is equivalent to about 70% of the entire Canadian stock universe. Jeff explains this key advantage of the KJH Senior Loan Fund.

The Facts about SPACs

Since the first one launched in the early 2000s, special purpose acquisition companies – SPACs, for short – have largely occupied a small niche of the financial world. That changed last year. In 2020, more than 200 SPACs listed on U.S. exchanges, representing a market value of over US$60 billion. KJH's Philip Lieberman provides some clarity on SPACs amidst the buzz.

Eight Lessons for Investors — From the COVID-19 Shock

Ontario Dental Association, October 2020 - The COVID-19 environment has been tough on everybody, and dentists are certainly no exception.

The game of life: How KJ Harrison is helping professional athletes and their families

Many young players dream of a career in the big leagues. For a select few, it turns into a dream come true – one that follows years of sweat, dedication and sacrifice, from themselves and […]

Family Business Succession

Philip Lieberman, Partner & Portfolio Manager at KJ Harrison, draws on over 25 years of experience advising family enterprises to outline his top tips for creating a realistic and workable family business succession plan.

Helping your child purchase a home? Know your options

As natural as it is for parents to want to help their children, it is not a decision to be taken lightly. Beyond the impact on the parents’ financial situation, gifting or lending money to children for a home purchase can have legal and tax implications – and may even impact family dynamics and relationships.

Protecting Yourself From Cyber Crime

Crime is a lot like a beach-ball in a swimming pool. You can push it down to the bottom, but it will slip through your hands and resurface somewhere else. Street crime is falling – […]

Financial Literacy and the Next Generation

No matter the size of the portfolio or the age of their children, many of our clients are wondering how to raise their kids with the skills and knowledge they need to be financially competent. […]

Processing...
Thank you! Your subscription has been confirmed. You'll hear from us soon.
ErrorHere