Episode 33 – Beyond the Mag 7: Exploring Recent Market Growth & Opportunities (March 2024)

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.

Your Host

Sarah Bull, 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.

Joel Clark, CFA

Joel is the CEO at KJ Harrison Investors and has been involved in developing the firm since its inception in 2001. Joel manages investment portfolios, on a discretionary basis, for high net worth and ultra-high net worth individuals and families throughout Canada. Joel takes a holistic approach to wealth and is intent on managing risk in order to secure his clients‘ financial goals and futures.

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Episode 32 – Holding the Course: A Look Back at 2023 and Ahead to 2024 (February 2024)

The KJH team provides our market outlook for 2024, including topics such as the AI digital revolution, continued geopolitical instability, and the resurgence of fixed income as a significant contributor to portfolio returns.

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.