Insights

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

Markets & Economy

Episode 5 – The Reopening of the Economy

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.

KJH Insights, Episode 4 – Early Stages of Recovery

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.

KJH Insights, Episode 3 – 2021 Investment Insights

Our 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.

KJH Insights – COVID-19 Vaccination

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.

KJH Insights – The US Election

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.  View recap of the discussion here or read in full below.  With fixed income […]

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’.

KJH 2020 Investment Outlook: In-Depth Read

KJ Harrison’s Investment Outlook for 2020 Investors entered 2020 riding a wave of relief. The concerns that garnered headlines through much of 2019 – from the threat of a global recession and the impact of […]

KJH 2020 Investment Outlook: The Short View

Chief Investment Officer, Peter Barlas, and Portfolio Manager, Philip Lieberman, provide a 2-minute overview of KJH’s 2020 Investment Outlook.

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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