New hires to support client take-up of Zenith’s managed account services

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Leading investment research and consulting house Zenith Investment Partners has made three key hires within its consulting team, supporting the growth of its managed accounts suite and expanding its service delivery for a growing pipeline of clients. Shailesh Jain joins Zenith as a Senior Investment Consultant and will be primarily responsible for a number of

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Zenith promotes Ian Fryer to General Manager – Chant West

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Following its recent purchase of the Chant West superannuation and consulting business, Zenith Investment Partners has moved to promote Chant West’s Head of Research, Ian Fryer to the position of General Manager – Chant West, reporting to Zenith’s CEO, David Wright. Fryer retains his current research and client duties and has joined Zenith’s management committee,

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Counting the cost of COVID-19 

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2020 is proving to be a challenging year for investors with most asset classes adversely impacted by the COVID-19 global pandemic. In its latest sector report on Property, Zenith Investment Partners found that property investors have not been immune to market volatility. For the 12 months to 31 May 2020, the Australian and Global Real

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Zenith completes the acquisition of Chant West

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Zenith Investment Partners has confirmed that it has completed the acquisition of the Chant West superannuation and consultancy business from ASX listed company Chant West Holding Ltd, (ASX: CWL). David Wright, CEO of Zenith commented, “We’re very pleased to complete our acquisition of the Chant West super and consultancy business and to welcome the Chant

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Capital raisings, a source for outsized returns

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Market participants, especially equity investors, can be forgiven if the words déjà vu spring to mind during this COVID-19 period. Although there are definite similarities between the Australian equity market drawdowns and subsequent recoveries of COVID-19 and the Global Financial Crisis (GFC), COVID-19 has proven to be the GFC in fast-forward. That is, during this

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Zenith Managed Account clients increase through market volatility

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Demand for Zenith Investment Partners managed account services continues to grow amid the uncertainty and volatility in investment markets sparked by the Covid-19 pandemic. Zenith’s CEO David Wright said it is not unexpected that advice firms were proactive in seeking additional investment, research and client communication support during these times. “As market volatility spikes, and

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AFI managers challenged by COVID-19 but opportunities for outperformance remain

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The Australian Fixed Interest sector was not immune from the effects of the COVID-19 crisis with the median manager in Zenith Investment Partners’ Australian Fixed Interest (AFI) category producing a net return of 5.46%, for the 12 months to 30 April 2020 trailing  the Bloomberg AusBond Composite Index (0+ Years) by 0.96% According to Zenith’s

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Zenith Sector Review: Claims of ’flawed’ LICs and LITs is a failure of selection, not structure

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For investors in Listed Investment Companies and Listed Investment Trusts (LICs/LITs), 2020 is shaping up as a year they would rather forget. Despite raising a record $5.5 billion of IPO capital in 2019, positive sentiment fled at record speed as the spectre of COVID-19 left no corner of the market unturned. Across all asset classes,

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Dividend cuts, deferrals and cancellations – what can investors expect from Australian equities?

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The swift and violent impact of COVID-19 has been clear for all to see, with lockdowns, rising unemployment rates and growing budget deficits putting significant strain on the global economy. Australian equities have not been immune to the effect of the virus, with company earnings taking a material hit, despite the equity market rallying from

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Can infrastructure provide shelter from the viral storm?

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Despite the market falls in March 2020, the Global Listed Infrastructure (GLI) sector has continued to deliver on its attractive return attributes for the 12 months to 31 March 2020, with the sector outperforming global equities with lower volatility. In its 2020 Infrastructure Sector Report, Zenith Investment Partners contends that investors can benefit from a

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