Active bond management is essential as bond yields jump on rate uncertainty 

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Bond markets have become increasingly volatile over the last couple of years. In the first few months of this year alone, the market has gone from confidently expecting interest rate... Read more continue reading

Latest research highlights need for adviser support on alternatives.

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Recent research conducted by Praemium and CoreData highlights the compelling opportunity available to advisers as High Net Worth (HNW) investors increasingly embrace alternative investments. Over the last year Praemium has... Read more continue reading

Fed’s decision sparks a rally

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Joshua Jamner, Director, Investment Strategy Analyst at ClearBridge Investments says “Powell struck a clearly dovish tone during the FOMC press conference which sparked a rally in risk assets as many... Read more continue reading

Casting a wider net: Equity income investors find opportunities in global tech and industrials

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Large tech firms such as Meta have announced they will pay dividends for the first time in 2024, illustrating the opportunities equity income investors can find beyond “traditional” dividend-paying stocks,... Read more continue reading

Comparing the role of Emerging Market equities with World Small Cap equities

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Emerging Markets present an enticing proposition for global asset allocators, boasting a blend of growth potential and diversification advantages. EM specialist Ashmore Investment Management, a PAN-Tribal Asset Management investment partner,... Read more continue reading

A different paradigm

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It’s returns (on capital) that matter The market value of equities, whether public or private, represents a range of assumptions about future returns on capital.  When profit forecasts change, market... Read more continue reading

Finding the right small cap strategy in 2024

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While Australian small cap funds have historically delivered outperformance against their collective benchmark at an impressive rate (85% of Zenith’s rated peer group outperformed over the last five years), since... Read more continue reading

AI stocks are due for a retrenchment, but AI benefits are real and will take decades to play out

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US equity market strength over the past year has been driven by the magnificent seven and artificial intelligence (AI) players, and this trend is set to continue into 2025 and... Read more continue reading

What’s next for markets? While there have been a few surprises, core Europe and the US are now in recovery mode

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US economic growth has surprised so far in 2023 via fiscal stimulus, inventories and net exports; despite underlying domestic demand growth being relatively subdued. Non-China EM was the driving force... Read more continue reading

Green shoots supporting the long-term investment case for China

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Following a period of economic slowdown, China is engineering a ‘controlled stabilisation’ of its economy where stabilisation of growth is prioritised, rather than acceleration, in the short term. Recent green... Read more continue reading