Episode 56 – A Busy Summer for Markets: What Changed and What Matters (September 2026)
In this episode of KJH Insights, hosts Sarah Bull and Andrew Csumrik take stock of a busy summer in the markets and examine what it means for investors heading into the fall. From the rapidly evolving AI cycle and rising bond yields to higher oil prices, inflation concerns and renewed Canada-U.S. trade tensions, investors have had plenty to digest. Listen in as Sarah and Andrew unpack the forces driving markets.
Your Host
Sarah Bull, FCSI®, CIM®
Senior Portfolio Manager
Andrew Csumrik, CFA®
Senior Portfolio Manager
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