Markets & Economy
Women & Wealth – A Look Back at 2025 and the Road Ahead (December 2025)
Reading Time: < 1 minuteSarah Bull welcomes Theresa Shutt, Chief Investment Officer at Harbourfront Wealth Management to reflect on an eventful 2025 and explore what themes matter for investors in 2026….
Episode 50 — What’s Really Driving This Market (November 2025)
Reading Time: < 1 minuteIn this episode of KJH Insights, we take you inside the forces shaping today’s market. The discussion breaks down the latest pullback, explores why some parts of the economy are powering ahead while others are clearly losing momentum, and unpacks what Q3 earnings reveal once you look beneath the surface….
Strategic Conversations: A Q3 2025 Dialogue with Peter Barlas
Reading Time: < 1 minuteAs November arrives and Q4 gets underway, Canadian families face a pivotal moment. The recent federal budget announcement has sparked conversations across kitchen tables and boardrooms alike—discussions about capital gains changes, business succession, and what wealth preservation truly means for the next generation….
Episode 49: A Goldilocks Market? Growth, Inflation, and What Comes Next (October 2025)
Reading Time: < 1 minuteJoel Clark and Sarah Bull discuss the reacceleration of economic growth heading into Q1 2026 and the continued moderation of inflation shaping a “Goldilocks” environment, supportive of risk assets….
Autumn Conversations: Navigating Growth and Legacy Together (September 2025)
Reading Time: < 1 minuteIn this interview, Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, shares how the fund’s 19.95% year-to-date performance reflects its strategic evolution beyond infrastructure players like NVIDIA toward companies driving practical AI applications — positioning families to benefit from emerging opportunities before they become mainstream….
TECHNOLOGY & THE FUTURE OF WEALTH (May 2025)
Reading Time: < 1 minuteIn this interview, Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, shares insights on navigating today’s complex investment environment — particularly relevant for families aiming to preserve and grow substantial wealth across generations….
Episode 48 – Inside a Complex Investment Climate (September 2025)
Reading Time: < 1 minuteSarah Bull and Andrew Csumrik explore the many crosscurrents shaping today’s investment landscape, from inflation and interest rates to shifting global demand and the continued dominance of mega caps fuelled by AI….
Episode 47 – From Recession Risk to Rebound: What’s Driving Markets Now (June 2025)
Reading Time: < 1 minuteJoel Clark and Sarah Bull reflect on the market’s rebound since Q1, amid tariff threats and geopolitical uncertainty. They discuss the fading risk of recession, rising concerns about stagflation, and how KJH is positioning portfolios with a focus on quality and diversification in a volatile environment….
Episode 46 – Staying Steady in Unpredictable Markets (May 2025)
Reading Time: < 1 minuteJoel Clark and Sarah Bull discuss the uncertain economic landscape, driven by U.S. policy changes, trade negotiations, and shifting bond yields….
Episode 45 – Tariffs. Tumbling Bond Yields. Gold at Record Highs. What’s Really Going On? (April 2025)
Reading Time: < 1 minuteJoel Clark and Sarah Bull dig into the market fallout from “Demolition Day” and why the real story is about debt, recession risk, and policy missteps….