40 episodes

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.

KJH Insights - Managing Risk & Returns KJ Harrison Investors

    • Negócios

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.

    Episode 36 - Inflation, Growth, and Geopolitical Challenges (June 2024)

    Episode 36 - Inflation, Growth, and Geopolitical Challenges (June 2024)

    The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they discuss Nvidia's market dominance, the cautious pace of rate cuts, and avoiding unnecessary risks in today’s volatile economic landscape.

    • 11 min
    Episode 35 - The Fed Continues To Take Centre Stage (May 2024)

    Episode 35 - The Fed Continues To Take Centre Stage (May 2024)

    The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Gain insights from Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they discuss the risk of stagflation, the dynamics of the latest earnings season, and the impact of the US elections on markets and the broader economy. 

    • 10 min
    Episode 34 - Top Themes Driving Today’s Market (April 2024)

    Episode 34 - Top Themes Driving Today’s Market (April 2024)

    The KJH Insights podcast on managing investment risk and returns looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth.

    Join us this month as Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the potential resurgence of inflation, the recent short-term correction in equity markets, and asset allocation during this period.

    • 14 min
    Episode 33 - Beyond the Mag 7: Exploring Recent Market Growth & Opportunities (March 2024)

    Episode 33 - Beyond the Mag 7: Exploring Recent Market Growth & Opportunities (March 2024)

    The KJH Insights podcast on managing investment risk and returns takes a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth.
    Join us this month as the KJH team explores the latest market dynamics, including the prevailing market optimism and growth.

    • 13 min
    Episode 32 - Holding the Course: A Look Back at 2023 and Ahead to 2024 (February 2024)

    Episode 32 - Holding the Course: A Look Back at 2023 and Ahead to 2024 (February 2024)

    The KJH Insights podcast, on managing investment risk and returns, takes a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join the KJH team as we discuss our market outlook for 2024, including the AI digital revolution, continued geopolitical instability, and the resurgence of fixed income as a significant contributor to portfolio returns.

    • 17 min
    Episode 31 - Three Big Themes for the Markets (November 2023)

    Episode 31 - Three Big Themes for the Markets (November 2023)

    The latest KJH Insights podcast, on managing investment risk and returns, takes a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join the KJH team as we discuss geopolitical instability, changing credit conditions and the continued opportunities in the bond market.

    • 16 min

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