Episode 43 - KJH Insights: Cutting Through the Noise – Staying Focused in a Volatile Environment
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Episode 43 - KJH Insights: Cutting Through the Noise – Staying Focused in a Volatile Environment
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About this listen
Markets are hitting record highs, but questions remain about what’s next. In this episode of KJH Insights, Sarah Bull, Partner & Portfolio Manager, and Joel Clark, CEO, cut through the noise. They discuss the resilience of corporate earnings, the implications of rising bond yields, and how shifting political and economic landscapes, including Trump’s return and ongoing tariff discussions, are impacting markets.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.