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.

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.

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