Insights

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

Retirement Planning

Strategic Financial Management

KJ Harrison Investors 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 […]

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.

Senior Loans – The Search for Income 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.

Q&A with CEO, Joel Clark, and Chief Investment Officer, Peter Barlas

A unique approach to strategic wealth management: a conversation with KJ Harrison CEO Joel Clark and Chief Investment Officer Peter Barlas.

Alternative Asset Investment Strategies – An Important Source of Diversification in an Evolving Market

After a 30-year bull market in bonds and a strong, multi-year recovery in equities following the global Great Recession of 2008-09, investors wonder what lies ahead for financial markets.

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