<p>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. </p>

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.

<p>In this episode of KJH Insights, Sarah Bull, Managing Partner &amp; 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. </p>

Episode 48 -  Inside a Complex Investment Climate (September 2025)

Welcome to KJH Insights -- a podcast about managing risk and returns. In each episode, we look at the biggest issues affecting the market and offer advice and strategies to help you build and protect your wealth.

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Episode 48 - Inside a Complex Investment Climate (September 2025)

Episode 48 - Inside a Complex Investment Climate (September 2025)

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