Markets & Economy

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

  • Episode 38 – Breaking Down the Recent Market Volatility (August 2024)
    Listen to 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.
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  • Episode 37 – What is Behind the High S&P 500 Returns? (July 2024)
    Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, delve into whether the market is truly as strong as it appears.
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  • Episode 36 – Inflation, Growth, and Geopolitical Challenges (June 2024)
    The KJH Team discusses Nvidia’s market dominance, the cautious pace of rate cuts, and avoiding unnecessary risks in today’s volatile economic landscape.
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  • Episode 35 – The Fed Continues To Take Centre Stage (May 2024)
    Joel Clark and Sarah Bull 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.
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  • Episode 34 – Top Themes Driving Today’s Market (April 2024)
    Joel Clark and Sarah Bull discuss the potential resurgence of inflation, the recent short-term correction in equity markets, and asset allocation during this period.
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  • Episode 33 – Beyond the Mag 7: Exploring Recent Market Growth & Opportunities (March 2024)
    Join us this month as the KJH team explores the latest market dynamics, including the prevailing market optimism and growth.
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  • KJ Harrison’s Rest-of-2024 Outlook (February 2024)
    We offer the current outlook for the rest of the year. It outlines our view on where markets are, how they got here, and where they may be headed.
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  • Episode 32 – Holding the Course: A Look Back at 2023 and Ahead to 2024 (February 2024)
    Joel and Sarah 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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