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Relative Return Insider: Conflicting views, confusing markets: Who can you trust?

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Manage episode 507096838 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In the latest episode of Relative Return Insider, hosts Maja Garaca Djurdjevic, Shane Oliver, and Keith Ford unpack the twists and turns of today’s markets – from credit rating agencies navigating global uncertainty to simultaneous dual IPOs.

They examine whether tariffs, trade tensions, and protectionist policies are genuinely straining rating agencies or just adding to the usual market noise, and dissect why research houses sometimes reach conflicting conclusions.

Key discussion points:

  • How global uncertainty and trade tensions impact credit rating agencies’ assessments.
  • Diverging research house views, including Lonsec downgrades versus Zenith’s praise of Metrics funds.
  • The potential effects of regulatory moves, including US President Donald Trump’s push for biannual reporting.
  • Simultaneous IPOs, are they possible and warranted?
  continue reading

390 episodes

Artwork
iconShare
 
Manage episode 507096838 series 2774996
Content provided by Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In the latest episode of Relative Return Insider, hosts Maja Garaca Djurdjevic, Shane Oliver, and Keith Ford unpack the twists and turns of today’s markets – from credit rating agencies navigating global uncertainty to simultaneous dual IPOs.

They examine whether tariffs, trade tensions, and protectionist policies are genuinely straining rating agencies or just adding to the usual market noise, and dissect why research houses sometimes reach conflicting conclusions.

Key discussion points:

  • How global uncertainty and trade tensions impact credit rating agencies’ assessments.
  • Diverging research house views, including Lonsec downgrades versus Zenith’s praise of Metrics funds.
  • The potential effects of regulatory moves, including US President Donald Trump’s push for biannual reporting.
  • Simultaneous IPOs, are they possible and warranted?
  continue reading

390 episodes

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