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

Markets & Economy

KJ Harrison’s Rest-of-2024 Outlook (February 2024)

We offer the current outlook for the rest of the year. It outlines our view on where markets are, how they got here, and where they may be headed.

Macroeconomic Outlook: While the Fed Tightens, a Crisis Brews in Europe (September 2022)

The nagging truth about today’s interconnected global economy is that the ripple effects of one event or policy tend to run into ripple effects created by other events thousands of miles away. The result is, often, crisis.

Macroeconomic Outlook: Now the Hard Part Begins (August 2022)

Through aggressive rate hikes and quantitative tightening, central bankers are fighting runaway inflation by curbing demand and slowing down the economy, and they are trying extra-hard because they know they are behind the curve.

Reflections on Q2 2022 and What Lies Ahead

In fact, the time to play defence is probably behind us. Valuations are down and they might well go lower, but the second half is when it makes sense to look for the beginning of a bottoming-out. Investors must be thinking about opportunity now.

Macroeconomic outlook: How to keep your perspective in a bear market (June 2022)

By Joel Clark, CEO - Current macroeconomic factors have created a trifecta of headwinds for markets – namely, inflation, the monetary policy response to inflation, and the very real possibility of an economic downturn as a result of that policy response.

Navigating Today’s Technological Landscape

What was once only imaginable in our wildest dreams is now our reality ʺAs we look ahead into the next century, leaders will be those who empower others.ʺ – Bill Gates Tech Trends are Shaping […]

Macroeconomic Outlook: Hello, Chickens

To say that the past few weeks have been rough for financial markets might be the understatement of the year. From April 1 to mid-May, the S&P 500 declined by nearly 12% – a full-blown correction.

Macroeconomic Forces

Perhaps more than at any time in recent memory, today’s investing world seems to be driven by macroeconomic forces. No investor can afford to ignore what is going on in the big wide world – right now, it all matters.

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.

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.

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.

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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