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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.
55 Episodes
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In this episode, we use a light-hearted phrase to take a very real look at estate planning through the lens of the "Lasagna Ladies" — a shorthand for what can happen if you pass away before your husband and a new casserole-baring suitor comes in and suddenly has access to the family estate. Sarah Bull sits down with Lori Duffy, Estate Lawyer at McCarthy Tétrault LLP, to unpack the strategies that can help you safeguard your estate, preserve your values, and ensure your legacy is protected — no matter what life brings.
In this episode of KJH Insights, Sarah Bull, Managing Partner & Portfolio Manager, and Andrew Csumrik, Portfolio Manager, explore the many crosscurrents shaping today's investment landscape, from inflation and interest rates to shifting global demand and the continued dominance of mega caps fuelled by AI.
Estate planning is often complex and uncomfortable, but it's a conversation worth having. In this episode of KJH Insights: Women & Wealth, Sarah Bull of KJ Harrison and Corina Weigl, a trusted estate planning advisor, share thoughtful, practical guidance to help women navigate the many layers of planning for their family's financial future. From second marriages and shared assets to care responsibilities, family businesses, and legacy planning, they explore the real-life situations many women face, and why starting early, with the right support, can make all the difference.
In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, reflect on the market's rebound since Q1, amid tariff threats and geopolitical uncertainty. They discuss the fading risk of recession, rising concerns about stagflation, and how KJH is positioning portfolios with a focus on quality and diversification in a volatile environment.
In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, discuss the uncertain economic landscape, driven by U.S. policy changes, trade negotiations, and shifting bond yields. They also explore Canada's evolving role in the global economy, particularly in commodities, and the implications for investors. Join them as they cut through the noise to highlight the key issues impacting markets.
In this month's KJH Insights, Joel Clark, CEO, and Sarah Bull, Portfolio Manager, explore the ripple effects of "Demolition Day" — when sweeping U.S. tariffs shook global markets — and why they believe the real story is about debt, recession risk, and policy missteps. They unpack: Why gold is surging What yield reversals are telling us How we're positioning portfolios with more credit, less equity, and a focus on quality Tune in to hear how our investment team is navigating the noise with discipline and long-term clarity.
Sarah Bull is joined by Kate Pal, President and Estate Planning Advisor at Pal Insurance, and Ali Spinner, Partner of Tax and Estate Planning at Crowe Soberman LLP, to explore how women are earning, inheriting, and managing more wealth—and what that means for families. Together, they go beyond the numbers to discuss: • How family dynamics impact estate and wealth planning • How women are leading and guiding the next generation • How to take a more active role in your family's financial future Tune in for an inspiring conversation on leadership, legacy, and the evolving role of women in wealth.
Markets have stumbled as volatility unsettles investor confidence, driven by Trump's latest economic moves. In this episode of KJH Insights – Managing Risk & Returns, Sarah Bull, Partner & Portfolio Manager, and Joel Clark, CEO, analyze the potential motives behind Trump's strategy and his real endgame. They explore five key theories, the broader market impact, and why the volatility may create opportunities. Is this short-term turbulence or a sign of deeper shifts ahead?
Markets are hitting record highs, but questions remain about what's next. In this episode of KJH Insights, Sarah Bull, Partner & Portfolio Manager, and Joel Clark, CEO, cut through the noise. They discuss the resilience of corporate earnings, the implications of rising bond yields, and how shifting political and economic landscapes, including Trump's return and ongoing tariff discussions, are impacting markets.
In this episode, Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, break down the key forces shaping markets in 2025. From surging bond yields and renewed inflation to political shifts with Trump's return and Trudeau's resignation, they explore how these dynamics are driving market volatility. Amid record-high valuations and solid economic growth, they share how KJ Harrison's investment strategy—focused on resilient, best-in-class businesses and strategic credit exposure—helps them navigate uncertainty and capitalize on emerging opportunities.
In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, delve into the critical factors shaping equity, bond, and broader capital markets as we approach 2025. While the overall outlook for markets remains positive, they tackle pressing concerns such as the potential for the economy overheating, the resurgence of inflation, and the impact of Trump's tariffs. This discussion offers insights on how the KJH investment team is managing investment risk and optimizing returns as we close out the year.
The KJH Insights podcast explores managing investment risk and returns, examining the biggest market challenges and how to navigate them to build and protect wealth. Join Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they delve into the post-U.S. election market rally, the resulting favourable economic conditions driving broader market opportunities, and what this means for diversified investors. Listen to insights on global growth, inflation risks, and narrow bond yields to better understand today's shifting market dynamics.
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 Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they explore the impact of slowing growth and inflation, the return of accommodative central banks, and the broader market opportunities emerging after the dominance of the Magnificent 7.
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 Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they delve into the recent market volatility and discuss slowing growth, easing inflation, and rising Fed rate cut expectations.
Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they delve into whether the market is truly as strong as it appears. 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.
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.
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.
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.
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.
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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