Episode 49 - A Goldilocks Market? Growth, Inflation, and What Comes Next (October 2025)
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Episode 49 - A Goldilocks Market? Growth, Inflation, and What Comes Next (October 2025)
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About this listen
In this episode of KJH Insights, CEO Joel Clark and Managing Partner & Portfolio Manager Sarah Bull discuss the reacceleration of economic growth heading into Q1 2026 and the continued moderation of inflation shaping a "Goldilocks" environment, supportive of risk assets. However, they caution that equity multiples remain stretched and credit spreads tight, creating the potential for volatility to re-enter markets in 2026.
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