In this final Women & Wealth episode of the year, Sarah Bull welcomes Theresa Shutt, Chief Investment Officer at Harbourfront Wealth Management to reflect on an eventful 2025 and explore what themes matter for investors for 2026.

They discuss AI's growing market influence, the widening wealth divide in the U.S., and the policy forces to watch in the year ahead – along with the value of diversification and a steady long-term approach.

In this episode of KJH Insights, CEO Joel Clark and Managing Partner & Portfolio Manager 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. However, they caution that equity multiples remain stretched and credit spreads tight, creating the potential for volatility to re-enter markets in 2026.

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.