Katie Hudson

Katie Hudson, Head of Australian Equities Research at Yarra Capital Management, discusses key trends shaping the markets for 2026. She highlights the risks of passive ownership affecting market efficiency and shares insights on the potential winners and losers in AI. Hudson also explores gold's role in portfolios amidst production challenges and outlines investment opportunities in compounders and contractors linked to defense and renewables. The conversation wraps up with a listener question on navigating cultural barriers for companies looking to expand into Asia.