Episode 55 - The Mid-Year Market Outlook: Earnings, AI and Canada's Opportunity (July 2026)

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.

Despite strong market returns, the year has been marked by significant challenges, including the AI-driven “SaaScopalyse” that disrupted software stocks, geopolitical tensions in the Middle East, inflation concerns, and shifting market leadership. Sarah and Andrew explain why resilient corporate earnings continue to support equity markets, why they believe we’re entering a new economic regime, and why Canada is beginning to emerge as a more attractive investment opportunity.

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.

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.