KJH Insights - Managing Risk & Returns
39 episodes - English - Latest episode: 7 days ago -Welcome to KJH Insights -- a podcast about managing risk and returns. In each episode, we look at the biggest issues affecting the market and offer advice and strategies to help you build and protect your wealth.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Episode 36 - Inflation, Growth, and Geopolitical Challenges (June 2024)
June 13, 2024 17:29 - 11 minutes - 16 MBThe KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they discuss Nvidia's market dominance, the cautious pace of rate cuts, and avoiding unnecessary risks in today’s volatile economic landscape.
Episode 35 - The Fed Continues To Take Centre Stage (May 2024)
May 16, 2024 20:46 - 10 minutes - 14.6 MBThe KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Gain insights from Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they 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)
April 18, 2024 23:46 - 14 minutes - 20.1 MBThe KJH Insights podcast on managing investment risk and returns looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join us this month as Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, 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)
March 21, 2024 20:34 - 13 minutes - 19.1 MBThe 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.
Episode 32 - Holding the Course: A Look Back at 2023 and Ahead to 2024 (February 2024)
February 08, 2024 17:51 - 17 minutes - 23.7 MBThe 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 the KJH team as we 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.
Episode 31 - Three Big Themes for the Markets (November 2023)
November 16, 2023 04:35 - 16 minutes - 22.7 MBThe latest 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 the KJH team as we discuss geopolitical instability, changing credit conditions and the continued opportunities in the bond market.
Episode 30 - Weighing Up the Risk Versus Return in the Current Market Environment
October 13, 2023 19:18 - 14 minutes - 20 MBThe latest 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 the KJH team as they discuss the move in bond yields, its impact on the equity market, the question of a hard or soft landing, and the investment opportunities arising in the credit markets.
Episode 29 - Opportunities in Equities and Bonds During Inflation Challenges (September 2023)
September 14, 2023 16:11 - 14 minutes - 20.2 MBThe latest KJH Insights podcast, on managing investment risk and returns, is available with a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Tune in to hear the KJH team discuss resurging inflation, persistent rate hike forecasts, and historical levels of bifurcation in the equity markets.
Episode 28 - What’s Top of Mind (August 2023)
August 10, 2023 17:02 - 10 minutes - 14.7 MBThe latest KJH Insights podcast, on managing investment risk and returns, is available with a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Tune in to hear Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the rebound of inflation, the breakout in bond yields, and the vulnerability of asset values following a strong run over the summer.
Episode 27 - The Return of the Traditional Balanced Portfolio (July 2023)
July 06, 2023 16:44 - 15 minutes - 21.3 MBThe KJH Insights podcast, on managing investment risk and returns, is back with a look at the biggest issues affecting markets and how we navigate those issues to build and protect our clients’ wealth. Tune in to hear Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the ongoing resilience of the economy, central banks' determination to curb inflation, and the market bifurcation as mega-cap tech stocks rally.
Inflation has likely peaked but is a recession still on the horizon for 2023?
December 15, 2022 00:19 - 15 minutes - 21.2 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss a Fed pivot, the impending economic recession, and the impact of the sticky labour market on earnings.
The Unintended Consequences of Interest Rate Hikes
November 16, 2022 19:06 - 14 minutes - 19.7 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the economic slowdown, declining corporate earnings, the impact of big tech job losses on Fed policy, and the long-term investment opportunities in Canada.
Are we nearing the bottom of the bear market?
October 13, 2022 19:42 - 12 minutes - 17.8 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the signs of worldwide financial stress resulting in a slowing global economy, as well as the impact of what is expected to be a difficult Q3 earnings season.
An Uncertain Macroeconomic Environment Calls for Patience
September 15, 2022 14:15 - 18 minutes - 25.9 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the European energy crisis, the slowing global economy, and the short to medium-term opportunities in fixed income.
Inflation vs Growth - The Balancing Act Continues
August 17, 2022 17:37 - 13 minutes - 19 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the Fed's ongoing response to inflation, the recession risk, and the sweet spot in credit markets.
Have We Hit Peak Inflation?
July 21, 2022 16:27 - 18 minutes - 24.9 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss central banks' response to rising inflation, the US dollar, and what a recession means for investors.
Bear Market Conditions Take Hold
June 13, 2022 19:31 - 17 minutes - 23.4 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting recent volatile markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss soaring inflation and the Fed’s response, bear market volatility, and the risk of an earnings recession.
Bear Market Sentiment
May 07, 2022 18:48 - 14 minutes - 19.8 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the Fed's plan for quantitative tightening, market volatility, and the risk of recession.
Confronting Rising Interest Rates
April 13, 2022 14:29 - 15 minutes - 21.1 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the ongoing factors contributing to rising inflation, "de-globalization," and impending interest rate hikes.
Navigating an Uncertain Macroeconomic Environment
March 16, 2022 22:06 - 14 minutes - 20.2 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss Russia’s invasion of Ukraine and its implications on inflation, economic growth and the Fed’s next move.
KJH Perspectives: A Portfolio Manager Discussion on the Technology Sector
February 11, 2022 04:53 - 15 minutes - 21.1 MBSarah Bull, Partner & Portfolio Manager, and Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, discuss the opportunities for technology and growth stocks. They look back on how the market has viewed tech stocks since 2020, the heightened market volatility, the recent sell-off in tech stocks, and share their views on the sector for 2022. Sarah and Reza also discuss the role that tech stocks continue to play in your investment portfolios.
KJH Perspectives: A View On Equities - Navigating Inflation and Rising Rates
February 11, 2022 04:48 - 24 minutes - 33.7 MBSarah Bull, Partner & Portfolio Manager, and Andrew Csumrik, Co-Portfolio Manager of the KJH Income Opportunities Fund and the KJH Opportunities Fund, discuss the current equity markets, offering insights on the current macro environment as well as our KJH investment philosophy and risk management strategies. The discussion will touch on the current market volatility as well as the opportunities we are seeing in certain sectors and how we expect to deliver returns on our clients' portfolios ...
KJH Perspectives: Senior Loans - A Low Volatility Asset Class with Attractive Yields
February 11, 2022 04:44 - 19 minutes - 26.6 MBSarah Bull, Partner & Portfolio Manager, and Jeff Sujitno of Wellington Square Capital Partners and Portfolio Manager of the KJH Senior Loan Fund, delve into the current fixed income environment and why senior loans are an important part of our asset allocation decisions for clients. Sarah and Jeff present a primer on senior loans, why this asset class is attractive in a period of ascending rates and the factors they are considering for the portfolio in 2022.
KJH Perspectives: Credit - The 60/40 Portfolio is Broken
February 11, 2022 04:39 - 18 minutes - 26 MBSarah Bull, Partner & Portfolio Manager, and Daniel Child, Founding Partner of YTM Capital & Portfolio Manager of the KJH Credit Fund, discuss how the fixed income market dynamics have evolved and their expectations going forward, including how Fed policy is affecting the credit market, and how they are navigating the rising interest rate environment. Sarah and Daniel also outline where we see opportunities for 2022, where we believe there are risks and how we are positioning the KJH Credit ...
What to Watch: A Look Back on 2021 and Our Investment Outlook for 2022
February 01, 2022 21:30 - 18 minutes - 25.3 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the current market, inflation risk and the Fed's anticipated response, as well as the investment opportunities in 2022.
How the Market Is Dealing With the Omicron Variant and Fed Action
December 16, 2021 11:15 - 9 minutes - 13.6 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the market volatility, the Fed’s response to inflation and the effects of the Omicron variant.
Fed Tapering, Growth and Inflation – What’s Ahead for the Market
November 11, 2021 16:26 - 13 minutes - 17.9 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the Fed's accommodative policy, what Q3 earnings are signalling and the continued concerns around inflation.
Supply Chain Bottlenecks - A Temporary Concern?
October 14, 2021 19:05 - 13 minutes - 18.6 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the recent volatility in markets, accelerating inflation and the global supply chain bottleneck.
"Goldilocks Scenario"
September 15, 2021 20:44 - 11 minutes - 15.9 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the key themes influencing KJH’s investment decisions including 'sticky' inflation, robust earnings growth and an accommodative Fed.
Signs of slowing global growth and sticky inflation
August 10, 2021 22:17 - 16 minutes - 23.2 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the key themes that influence KJH’s investment decisions including our thoughts on the market's continued growth, the economic impact of the Delta variant and sticky inflation.
Managing Risk and Returns
July 15, 2021 13:42 - 14 minutes - 20.2 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the key themes guiding KJH's investment decisions this month including the strength and longevity of the economic recovery and the true health of the market after many indices hit all-time highs.
Making Sense of the Markets
June 08, 2021 21:22 - 11 minutes - 16 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients’ wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the key themes guiding KJH's investment decisions this month including the reopening of the economy, reflation and the risk of rising rates.
A word of caution to investors as there are signs that markets are priced to perfection
May 13, 2021 16:22 - 12 minutes - 16.7 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients' wealth. This month, we look at the top themes guiding KJH's investment decisions: the economic recovery, inflation risk and stretched equity valuations.
Keeping a Close Eye on the Market Cycle
May 13, 2021 16:22 - 12 minutes - 16.7 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients' wealth. This month, we look at the top themes guiding KJH's investment decisions: the economic recovery, inflation risk and stretched equity valuations.
Generating Yield in an Inflationary Environment (Bonus Episode)
April 21, 2021 18:28 - 26 minutes - 36 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients' wealth. This month, we have created a bonus episode on how to generate yield in an inflationary environment. Many investors rely on the traditional 60% equities / 40% bonds model for a balanced portfolio which, for decades, has been a recipe for success. But in today's low rate environment, the 40% i...
KJH Insights - Managing Risk & Returns (Bonus Episode)
April 21, 2021 18:28 - 26 minutes - 36 MBThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients' wealth. This month, we have created a bonus episode on how to generate yield in an inflationary environment. Many investors rely on the traditional 60% equities / 40% bonds model for a balanced portfolio which, for decades, has been a recipe for success. But in today's low rate environment, the 40% i...
Cyclical Recovery in the Global Market
April 13, 2021 14:41 - 13 minutes - 18.5 MBThe KJH Insights monthly podcast on managing investment risk and returns identifies the key issues affecting the markets, and how we navigate those issues to build and protect our clients' wealth. This month, we discuss the top themes informing KJH's investment decisions including the reopening of the economy, particularly in the US, and the impact of rising rates on managing portfolio risk.
KJH Insights - Managing Risk and Returns
April 13, 2021 14:41 - 13 minutes - 18.5 MBThe KJH Insights monthly podcast on managing investment risk and returns identifies the key issues affecting the markets, and how we navigate those issues to build and protect our clients' wealth. This month, we discuss the top themes informing KJH's investment decisions including the reopening of the economy, particularly in the US, and the impact of rising rates on managing portfolio risk.
KJH Insights - Managing Risk & Returns
February 09, 2021 19:56 - 13 minutes - 18.9 MBThe KJH Insights monthly podcast on managing risk and returns provides an overview of the issues affecting the markets, and how we navigate those issues to build and protect our clients' wealth. Host Sarah Bull, Partner & Portfolio Manager at KJ Harrison Investors, talks with our CEO, Joel Clark, about the top themes informing KJH's investment decisions including the changing macro-economic backdrop, pent-up consumer demand and exciting growth opportunities in the US.