In this episode of KJH Insights, Sarah Bull, Managing Partner & Portfolio Manager, and Andrew Csumrik, Portfolio Manager, 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.

In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, 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.

In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, discuss the uncertain economic landscape, driven by U.S. policy changes, trade negotiations, and shifting bond yields. They also explore Canada’s evolving role in the global economy, particularly in commodities, and the implications for investors. Join them as they cut through the noise to highlight the key issues impacting markets.

In this month’s KJH Insights, Joel Clark, CEO, and Sarah Bull, Portfolio Manager, explore the ripple effects of “Demolition Day” — when sweeping U.S. tariffs shook global markets — and why they believe the real story is about debt, recession risk, and policy missteps.

They unpack:

• Why gold is surging
• What yield reversals are telling us
• How we’re positioning portfolios with more credit, less equity, and a focus on quality

Tune in to hear how our investment team is navigating the noise with discipline and long-term clarity.

Sarah Bull is joined by Kate Pal, President and Estate Planning Advisor at Pal Insurance, and Ali Spinner, Partner of Tax and Estate Planning at Crowe Soberman LLP, to explore how women are earning, inheriting, and managing more wealth—and what that means for families.

Together, they go beyond the numbers to discuss:

• How family dynamics impact estate and wealth planning

• How women are leading and guiding the next generation

• How to take a more active role in your family’s financial future

Tune in for an inspiring conversation on leadership, legacy, and the evolving role of women in wealth.

Markets have stumbled as volatility unsettles investor confidence, driven by Trump’s latest economic moves. In this episode of KJH Insights – Managing Risk & Returns, Sarah Bull, Partner & Portfolio Manager, and Joel Clark, CEO, analyze the potential motives behind Trump's strategy and his real endgame. They explore five key theories, the broader market impact, and why the volatility may create opportunities. Is this short-term turbulence or a sign of deeper shifts ahead?

Markets are hitting record highs, but questions remain about what’s next. In this episode of KJH Insights, Sarah Bull, Partner & Portfolio Manager, and Joel Clark, CEO, cut through the noise. They discuss the resilience of corporate earnings, the implications of rising bond yields, and how shifting political and economic landscapes, including Trump’s return and ongoing tariff discussions, are impacting markets.