Post by Koda Capital

Koda Capital Sydney kicked off the first leg of our annual economic and market update roadshow, hosted by Managing Partner Jonathan Ayres, with Chief Economist Brigette Leckie and Chief Investment Officer Norman Zhang, CFA sharing their latest views on what’s driving markets and what matters most for portfolios right now. Key themes and highlights: - Geopolitics and trade tensions firmly back in focus - Inflation proving more persistent than expected - Increasing dispersion across asset classes - Heightened attention on where we are in the credit cycle Thank you to our clients and friends of Koda Capital who joined us in Sydney and we look forward to continuing the conversation in Melbourne, Perth and Brisbane in the coming weeks. #KodaCapital #MarketOutlook #InvestmentStrategy #EconomicUpdate #WealthManagement