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Episode 45 - Tariffs. Tumbling Bond Yields. Gold at Record Highs. What's Really Going On? (April 2025)
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.
View all episodes
By KJ Harrison InvestorsIn 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.
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