Episode 47 - From Recession Risk to Rebound: What’s Driving Markets Now (June 2025)
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Episode 47 - From Recession Risk to Rebound: What’s Driving Markets Now (June 2025)
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About this listen
In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, reflect on the market’s rebound since Q1, amid tariff threats and geopolitical uncertainty. They discuss the fading risk of recession, rising concerns about stagflation, and how KJH is positioning portfolios with a focus on quality and diversification in a volatile environment.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.