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Relative Return Insider: Insights from London and a political reboot

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Manage episode 485589555 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://ppacc.player.fm/legal.

In this episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money Management editor Laura Dew to discuss learnings from JP Morgan’s recent conference in London, and what top fund managers and analysts see driving market behaviour.

We also breakdown the Coalition’s shadow ministry announcement and what these political moves mean for advisers and industry regulation, how the opposition will deal with the diminished ranks following heavy election losses, and what impact the lack of economics experience will have going forward.

Listen as they discuss:

  • The rise of active ETFs from fixed income to uranium.
  • What international trends mean for Australian markets.
  • How US President Donald Trump’s policies are still reverberating across markets.
  continue reading

350 episodes

Artwork
iconShare
 
Manage episode 485589555 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://ppacc.player.fm/legal.

In this episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money Management editor Laura Dew to discuss learnings from JP Morgan’s recent conference in London, and what top fund managers and analysts see driving market behaviour.

We also breakdown the Coalition’s shadow ministry announcement and what these political moves mean for advisers and industry regulation, how the opposition will deal with the diminished ranks following heavy election losses, and what impact the lack of economics experience will have going forward.

Listen as they discuss:

  • The rise of active ETFs from fixed income to uranium.
  • What international trends mean for Australian markets.
  • How US President Donald Trump’s policies are still reverberating across markets.
  continue reading

350 episodes

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