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KJH Insights - Managing Risk & Returns

KJH Insights - Managing Risk & Returns

By: KJ Harrison Investors
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About this listen

 Welcome to KJH Insights -- a podcast about managing risk and returns. In each episode, we look at the biggest issues affecting the market and offer advice and strategies to help you build and protect your wealth.Any redistribution or reproduction of part or all of the contents in any form is prohibited. However, we welcome you to download and play/share the podcast with others for personal use. You may not distribute or commercially exploit the content. Economics Personal Finance
Episodes
  • Women & Wealth – A Look Back at 2025 and the Road Ahead (December 2025)

    Women & Wealth – A Look Back at 2025 and the Road Ahead (December 2025)
    Dec 5 2025

    In this final Women & Wealth episode of the year, Sarah Bull welcomes Theresa Shutt, Chief Investment Officer at Harbourfront Wealth Management to reflect on an eventful 2025 and explore what themes matter for investors for 2026.

    They discuss AI's growing market influence, the widening wealth divide in the U.S., and the policy forces to watch in the year ahead – along with the value of diversification and a steady long-term approach.
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    23 mins
  • Episode 50 — What's Really Driving This Market (November 2025)

    Episode 50 — What's Really Driving This Market (November 2025)
    Nov 20 2025
    In this episode of KJH Insights, we take you inside the forces shaping today's market. The discussion breaks down the latest pullback, explores why some parts of the economy are powering ahead while others are clearly losing momentum, and unpacks what Q3 earnings reveal once you look beneath the surface. Sarah Bull, Managing Partner & Portfolio Manager, and Portfolio Manager Andrew Csumrik look at the split between strong and struggling businesses, what's fueling that divergence, and why thoughtful portfolio construction and company-level research matter more than ever in this environment.
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    20 mins
  • Episode 49 - A Goldilocks Market? Growth, Inflation, and What Comes Next (October 2025)

    Episode 49 - A Goldilocks Market? Growth, Inflation, and What Comes Next (October 2025)
    Oct 30 2025

    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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    12 mins
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