Episode 48 - Inside a Complex Investment Climate (September 2025)
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Episode 48 - Inside a Complex Investment Climate (September 2025)
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About this listen
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.
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