Joel Clark and Sarah Bull delve into the post-U.S. election market rally, the resulting favourable economic conditions driving broader market opportunities, and what this means for diversified investors.
Join Joel Clark and Sarah Bull as they explore the impact of slowing growth and inflation, the return of accommodative central banks, and the broader market opportunities emerging after the dominance of the Magnificent 7.
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.
Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, delve into whether the market is truly as strong as it appears.
The KJH Team discusses Nvidia’s market dominance, the cautious pace of rate cuts, and avoiding unnecessary risks in today’s volatile economic landscape.
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.
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.
Join us this month as the KJH team explores the latest market dynamics, including the prevailing market optimism and growth.
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.