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.

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.

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.

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