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Episode 55 – The Mid-Year Market Outlook: Earnings, AI and Canada’s Opportunity (July 2026)
In this mid-year episode of KJH Insights, hosts Sarah Bull and Andrew Csumrik take stock of the first half of 2026, reflecting on the key market developments that have shaped the year so far and what they could mean for investors in the months ahead. -
Episode 54: Exploring Mega-IPOs and the Changing Face of the S&P 500 (June 2026)
Joel Clark and Andrew Csumrik examine how inflation, interest rates and geopolitical tensions in the Middle East are shaping investor sentiment. They also explore the impact of recent and potential mega-IPOs and what these unprecedented valuations could mean for capital markets and investors. -
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. -
Episode 52 – What Oil Is Telling Us About Markets (April 2026)
Sarah Bull and Andrew Csumrik examine what oil is signalling about today’s market environment and the broader forces driving ongoing volatility. -
Episode 51 – 2025 Market Crosscurrents and the Outlook for 2026 (February 2026)
Despite a strong finish for equity markets in 2025, investors navigated a series of disruptive themes throughout the year, from DeepSeek-driven volatility early on to tariffs, geopolitical conflicts, and U.S. political risk. Sarah Bull and Andrew Csumrik review the forces that shaped markets in 2025 and considers the outlook for 2026. -
Women & Wealth – A Look Back at 2025 and the Road Ahead (December 2025)
Sarah Bull welcomes Theresa Shutt, Chief Investment Officer at Harbourfront Wealth Management to reflect on an eventful 2025 and explore what themes matter for investors in 2026. -
Episode 50 — What’s Really Driving This Market (November 2025)
In this episode of KJH Insights, we take you inside the forces shaping today’s market. The discussion breaks down the latest pullback, explores why some parts of the economy are powering ahead while others are clearly losing momentum, and unpacks what Q3 earnings reveal once you look beneath the surface. -
Strategic Conversations: A Q3 2025 Dialogue with Peter Barlas
As November arrives and Q4 gets underway, Canadian families face a pivotal moment. The recent federal budget announcement has sparked conversations across kitchen tables and boardrooms alike—discussions about capital gains changes, business succession, and what wealth preservation truly means for the next generation. -
Episode 49: A Goldilocks Market? Growth, Inflation, and What Comes Next (October 2025)
Joel Clark and Sarah Bull discuss the reacceleration of economic growth heading into Q1 2026 and the continued moderation of inflation shaping a “Goldilocks” environment, supportive of risk assets.
