In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, discuss the uncertain economic landscape, driven by U.S. policy changes, trade negotiations, and shifting bond yields. They also explore Canada’s evolving role in the global economy, particularly in commodities, and the implications for investors. Join them as they cut through the noise to highlight the key issues impacting markets.

In this month’s KJH Insights, Joel Clark, CEO, and Sarah Bull, Portfolio Manager, explore the ripple effects of “Demolition Day” — when sweeping U.S. tariffs shook global markets — and why they believe the real story is about debt, recession risk, and policy missteps.

They unpack:

• Why gold is surging
• What yield reversals are telling us
• How we’re positioning portfolios with more credit, less equity, and a focus on quality

Tune in to hear how our investment team is navigating the noise with discipline and long-term clarity.

Sarah Bull is joined by Kate Pal, President and Estate Planning Advisor at Pal Insurance, and Ali Spinner, Partner of Tax and Estate Planning at Crowe Soberman LLP, to explore how women are earning, inheriting, and managing more wealth—and what that means for families.

Together, they go beyond the numbers to discuss:

• How family dynamics impact estate and wealth planning

• How women are leading and guiding the next generation

• How to take a more active role in your family’s financial future

Tune in for an inspiring conversation on leadership, legacy, and the evolving role of women in wealth.