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