• Episode 43 - KJH Insights: Cutting Through the Noise – Staying Focused in a Volatile Environment

  • 2025/02/27
  • 再生時間： 14 分
  • ポッドキャスト

Episode 43 - KJH Insights: Cutting Through the Noise – Staying Focused in a Volatile Environment

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  • 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.
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あらすじ・解説

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.
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