Episode 42 - KJH Insights: Positioning for Opportunity in 2025
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Episode 42 - KJH Insights: Positioning for Opportunity in 2025
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About this listen
In this episode, Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, break down the key forces shaping markets in 2025. From surging bond yields and renewed inflation to political shifts with Trump’s return and Trudeau’s resignation, they explore how these dynamics are driving market volatility. Amid record-high valuations and solid economic growth, they share how KJ Harrison’s investment strategy—focused on resilient, best-in-class businesses and strategic credit exposure—helps them navigate uncertainty and capitalize on emerging opportunities.
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