KJ Harrison Insights – Managing Risk & Returns
This podcast series is hosted by the Partners and Portfolio Managers at KJ Harrison Investors who manage over $1.4 billion in assets. Our team specializes in constructing investment portfolios for high and ultra-high-net-worth individuals, delivering solid long-term, risk-adjusted rates of return and advising clients’ on the complexities associated with their wealth.
Episode 8 – A word of caution to investors as there are signs that markets are priced to perfection (May 2021)
Sarah Bull and Joel Clark discuss 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)
Sarah Bull is joined on the podcast by Karl Burnham, Portfolio Manager of the KJH Credit Fund, and Jeff Sujitno, Portfolio Manager of the KJH Senior Loan Fund to discuss the risk reflation poses to traditional bond allocations, the adverse impact of rising interest rates and alternative assets to generate income in this environment.