Insights
Ideas and perspectives from our Private Client and Portfolio Management Teams on a broad range of investment and advice-related topics.
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.
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.
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.
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.
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.
Six Habits of Highly Successful Retirees: A Guide to Preparing for a Sound Financial Future
In our view, the process of retirement planning should involve a greater depth of thought and breadth of preparation than simply asking “When?” and “How much?”. This guide distills our thinking about how best to prepare for a sound financial future in later life.
KJH Cares Supports Weston Downs Annual Food Drive
One of our partners, Christine Fulsang, and her family organized the 5th Annual Weston Downs Food Drive in support of their local Food Bank in Vaughan.
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Episode 56 – A Busy Summer for Markets: What Changed and What Matters (September 2026)
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. -
Helping local kids start the school year off right
Each year, for the Start2Finish Backpack Program, our team comes together to purchase school supplies and pack… -
KJH Semester Series – Investing with Confidence
The KJH Semester Series is a virtual webinar series offering clear, practical perspectives on investing, markets and portfolio construction. Designed for investors of all experience levels, this series explores the fundamental concepts that shape how we think about investing. -
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. -
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. -
Supporting St. Michael’s Hospital and bringing home the win at the 4th Annual Care Cup
Connor Byrne and Niko Markakis recently took to the court and brought home the win at the 4th Annual Care Cup in support of St. Michael’s Hospital. -
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. -
A Look Back on the Great Female Investors
For International Women’s Day, there’s another story to tell about the history of investing — one that highlights early women investors and pioneers who built fortunes, founded firms, and challenged discrimination at a time when business was largely controlled by men. Their contributions helped shape the financial industry and opened doors for future generations of women in investing.
