Markets & Economy

Ideas and perspectives from our Private Client and portfolio management Teams on a broad range of investment and advice-related topics.

  • Podcast: 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.
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  • 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.
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  • 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.
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  • 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.
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  • 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.
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  • 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.
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  • Autumn Conversations: Navigating Growth and Legacy Together (September 2025)
    In this interview, Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, shares how the fund’s 19.95% year-to-date performance reflects its strategic evolution beyond infrastructure players like NVIDIA toward companies driving practical AI applications — positioning families to benefit from emerging opportunities before they become mainstream.
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  • TECHNOLOGY & THE FUTURE OF WEALTH (May 2025)
    In this interview, Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, shares insights on navigating today’s complex investment environment — particularly relevant for families aiming to preserve and grow substantial wealth across generations.
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  • Episode 48 – Inside a Complex Investment Climate (September 2025)
    Sarah Bull and Andrew Csumrik 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.
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