Post by Koda Capital

Over the past months, Koda Capital annual Economic & Market Update Roadshow travelled across Sydney, Melbourne, Brisbane and Perth, bringing together clients, colleagues and friends of the firm to discuss the forces shaping markets and portfolios in 2026. Hosted by Managing Partner Jonathan Ayres, the events brought together investment insights from our Chief Economist Brigette Leckie, Chief Investment Officer Norman Zhang, CFA and Head of Managed Portfolios James Gouldson, CFA, exploring the key economic and market themes influencing investor portfolios in 2026. Across the country, several themes consistently emerged: - Geopolitics and trade tensions remain a major driver of market sentiment - Inflation is proving more persistent than many expected - Dispersion across asset classes is creating both challenges and opportunities - The evolving credit cycle continues to warrant close attention - Active portfolio construction is becoming increasingly important in a more uncertain environment Thank you to all our guests who joined us. #KodaCapital #MarketOutlook #InvestmentStrategy #EconomicUpdate #WealthManagement