Insights

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

Markets & Economy

KJH Insights – 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 […]

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