Insights
Periodic insights from our Investment and Private Client Teams on a broad range of investment and advice-related topics
Retirement Planning
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.
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.
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.
KJH CEO, Joel Clark, and Wellington Square Portfolio Manager, Jeff Sujitno, outline the investment case for Senior Loans in a low-yield environment.
KJH CEO, Joel Clark, and Wellington Square Portfolio Manager, Jeff Sujitno, outline the investment case for Senior Loans in a low-yield environment. Watch a recap of the discussion here or read the article below. With fixed […]
A unique approach to strategic wealth management: a conversation with KJ Harrison CEO Joel Clark and Chief Investment Officer Peter Barlas.
Indexing, or passive investment management, is one of the more prominent investment strategies. In this paper, we discuss why indexing has become so popular, the challenges of indexing, and when indexing is useful (and not […]
KJ Harrison over the years has refined its views on financial and investment planning—views that it believes to be straightforward, actionable and measurable. In this paper, we discuss these philosophies and beliefs. Many people believe […]
