15 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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How the Market Is Dealing With the Omicron Variant and Fed Action
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the market volatility, the Fed’s response to inflation and the effects of the Omicron variant.
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Fed Tapering, Growth and Inflation – What’s Ahead for the Market
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the Fed's accommodative policy, what Q3 earnings are signalling and the continued concerns around inflation.
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Supply Chain Bottlenecks - A Temporary Concern?
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the recent volatility in markets, accelerating inflation and the global supply chain bottleneck.
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"Goldilocks Scenario"
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the key themes influencing KJH’s investment decisions including 'sticky' inflation, robust earnings growth and an accommodative Fed.
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Signs of slowing global growth and sticky inflation
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the key themes that influence KJH’s investment decisions including our thoughts on the market's continued growth, the economic impact of the Delta variant and sticky inflation.
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Managing Risk and Returns
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the key themes guiding KJH's investment decisions this month including the strength and longevity of the economic recovery and the true health of the market after many indices hit all-time highs.