Insights

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

Markets & Economy

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.

Episode 9 – Making Sense of the Markets (June 2021)

Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the key themes guiding KJH's investment decisions this month including the reopening of the economy, reflation and the risk of rising rates.

Episode 8 – Keeping a Close Eye on the Market Cycle (May 2021)

This month, we look at the top themes guiding KJH's investment decisions: the economic recovery, inflation risk and stretched equity valuations.

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.

Episode 6 – Cyclical Recovery in the Global Market (April 2021)

This month, we discuss the top themes informing KJH's investment decisions including the reopening of the economy, particularly in the US, and the impact of rising rates on managing portfolio risk.

Episode 5 – The Reopening of the Economy (March 2021)

In this podcast, we talk about the top themes informing KJH's investment decisions including the progress of the vaccine and reopening of the economy, continued government stimulus and how higher yields affect investors.

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.

Episode 4 – Early Stages of Recovery (February 2021)

Our host Sarah Bull, Partner & Portfolio Manager at KJ Harrison Investors, talks with CEO, Joel Clark, about the top themes informing KJH's investment decisions including the changing macro-economic backdrop, pent-up consumer demand and the exciting growth opportunities in the US.

Episode 3 – 2021 Investment Insights (January 2021)

Host Sarah Bull, Partner & Portfolio Manager at KJ Harrison Investors, talks with KJH's CEO, Joel Clark, about the top three themes informing our investment decisions in 2021: the blue wave, the vaccine and inflation. We also reflect on the many major events of 2020 and their impact on markets and investments.

Episode 2 – COVID-19 Vaccination (December 2020)

Host Sarah Bull talks with KJH's CEO Joel Clark about the impact of the COVID-19 vaccine on markets, the effect of a lower US$, the strength of Canada's economy versus the US in 2021 and KJH's top investment themes in this reflationary environment.

Episode 1 – The US Election (November 2020)

Host Sarah Bull and CEO Joel Clark talk about the impact of the US election on the markets, the “big picture” and the tug-of-war between reflationary policies vs deflationary pressures, and how big companies are getting bigger and better.

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.

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.  Watch a recap of the discussion here or read the article below.  With fixed […]

Black Swan Events

KJ Harrison’s Chief Investment Officer, Peter Barlas, explains the importance of a ‘barbell’ approach to investing when faced with unpredictable ‘black swan events’.

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

Introduction 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.  Since 2009, U.S. financial markets […]

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