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Katie Hudson: Fundamentals over Hype

Unpacking a year of volatility — and the opportunities it has created.

19 Dec 2025

Katie Hudson, Head of Australian Equities Research and Co-Portfolio Manager of Small Cap Equities, sits down with James Thomson and Anthony MacDonald for The AFR's Chanticleer podcast for a wide‑ranging conversation talking through the forces shaping markets moving into 2026.

Recorded 17 December 2025

In the latest episode of The AFR’s Chanticleer podcast, Katie, James and Anthony step through small‑cap resilience, gold’s outsized influence and the next chapter of the AI narrative in a sharp, insightful look at what mattered in 2025, where investors should be focused as we head into 2026, and why fundamentals are finally starting to matter once more.

19 Jun 2017

Balancing the rhetoric

The deafening chorus of market commentators declaring an Australian housing bubble, an over-leveraged and troubled consumer and broad-based systemic risk...

3 minute read

Balancing the rhetoric

22 Jun 2023

Tim Toohey: RBA’s Shifting of Goal Posts Risks a Hard Landing

Tim Toohey, Head of Macro and Strategy, unpicks the Reserve Bank of Australia’s recent approach to monetary policymaking and concludes...

15 minute read

Tim Toohey: RBA’s Shifting of Goal Posts Risks a Hard Landing
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