Relative Return Insider: Insights from London and a political reboot
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Relative Return Insider: Insights from London and a political reboot
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About this listen
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.
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