KJ Harrison Insights – Managing Risk & Returns
This podcast series is hosted by the Partners and Portfolio Managers at KJ Harrison Investors who manage over $1.4 billion in assets. Our team specializes in constructing investment portfolios for high and ultra-high-net-worth individuals, delivering solid long-term, risk-adjusted rates of return and advising clients’ on the complexities associated with their wealth.
Episode #1 – The US Election
KJH Portfolio Managers discuss the impact of the US election on the markets, the “big picture”, the tug-of-war between reflationary policies vs deflationary pressures, and how big companies are getting bigger and better.
Episode #2 – COVID-19 Vaccine
Host Sarah Bull, Partner & Portfolio Manager, discusses with this month’s guest, KJH’s CEO Joel Clark, the impact of the COVID-19 vaccine on markets, the effect of a lower US$, the strength of Canada’s economy versus the US in 2021 and KJH’s top investment themes in this reflationary environment.