30 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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Inflation has likely peaked but is a recession still on the horizon for 2023?
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss a Fed pivot, the impending economic recession, and the impact of the sticky labour market on earnings.
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The Unintended Consequences of Interest Rate Hikes
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the economic slowdown, declining corporate earnings, the impact of big tech job losses on Fed policy, and the long-term investment opportunities in Canada.
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Are we nearing the bottom of the bear market?
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the signs of worldwide financial stress resulting in a slowing global economy, as well as the impact of what is expected to be a difficult Q3 earnings season.
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An Uncertain Macroeconomic Environment Calls for Patience
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the European energy crisis, the slowing global economy, and the short to medium-term opportunities in fixed income.
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Inflation vs Growth - The Balancing Act Continues
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the Fed's ongoing response to inflation, the recession risk, and the sweet spot in credit markets.
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Have We Hit Peak Inflation?
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss central banks' response to rising inflation, the US dollar, and what a recession means for investors.