39 episodes
KJH Insights - Managing Risk & Returns KJ Harrison Investors
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- Business
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.
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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.
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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. -
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. -
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.
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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.
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Episode 30 - Weighing Up the Risk Versus Return in the Current Market Environment
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 they discuss the move in bond yields, its impact on the equity market, the question of a hard or soft landing, and the investment opportunities arising in the credit markets.