15 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

    • 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.

    How the Market Is Dealing With the Omicron Variant and Fed Action

    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.

    • 9 min
    Fed Tapering, Growth and Inflation – What’s Ahead for the Market

    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.

    • 13 min
    Supply Chain Bottlenecks - A Temporary Concern?

    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.

    • 13 min
    "Goldilocks Scenario"

    "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.

    • 11 min
    Signs of slowing global growth and sticky inflation

    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.

    • 16 min
    Managing Risk and Returns

    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.

    • 14 min

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