Episode 53: Inside the Market’s Rapid Recovery (May 2026)
With ongoing geopolitical uncertainty, many investors are asking: how can markets be hitting record highs right now? In this episode, we break down the shift away from oil-driven market movements, why volatility has settled, and how forward-looking markets process uncertainty. We also dive into what’s fuelling the rally, from a surprisingly strong U.S. economy to standout earnings and the resurgence of mega-cap stocks.
Your Host
Sarah Bull, FCSI®, CIM®
With over 25 years of experience in the financial industry, Sarah specializes in managing investment portfolios for high and ultra-high-net-worth individuals and advising them on the complexities associated with their wealth. Sarah is dedicated to helping her clients – both individuals and families – with the transition through different stages of their lives and helping them to manage risk and secure their legacies with solid investment decisions.
Andrew Csumrik, CFA®
Andrew Csumrik is a Senior Portfolio Manager and member of the KJH Portfolio Management Team. He is Co-Portfolio Manager of the KJH Fixed Income Fund, the KJH Income Opportunities Fund and the KJH Opportunities Fund.
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