The 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.
The 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.
The 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.
The 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.
The 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.
The 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.
The 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.
The 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 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.
The 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.
The 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.
Stay up to date
For any inquiries, please email us at hello@podcastworld.io
