Tariff roulette and portfolio implications

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President Trump has long been a voracious proponent of tariffs, which has been central to his ‘America First’ economic and trade policy. Tariffs were a cornerstone policy in his re-election

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As the probability of a US recession drops where should you be investing?

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The risk of a US recession has dropped markedly since US President Trump first announced widespread tariffs in April, with a soft landing now the more likely outcome, according to

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US outlook weakens as RBA rate cut looms

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“The macroeconomic picture will continue to dominate, and the events of the past month have reminded us that the environment that we are in now, geopolitical risk and policy risk

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The Bermuda income triangle: Where have the distributions gone?

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A key observation from this year’s review cycle has been the low levels of income distributions from Zenith’s International Fixed Interest (IFI) – Bonds universe. Despite the increased attractiveness of

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Managed accounts free up 25 per cent of advisers’ time

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A new report from Zenith Investment Partners reveals that 92 per cent of financial advisers save time on administrative tasks by using managed accounts, freeing up hours for client-focused work

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Coller Capital earns ‘Recommended’ rating from Zenith as private credit secondaries gain traction

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Coller Capital, a global leader in secondaries has received a ‘Recommended’ rating from Zenith Investment Partners for its Private Credit Secondaries Fund, as investor appetite grows for alternative sources of

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Tariffs and turbulence: What it means for your investments

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The global investment landscape has taken a sharp and unexpected turn following the recent announcement of sweeping U.S. tariffs—changes that were both faster and more extensive than markets anticipated. As

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The Great Greenhushing: Companies retreat from ESG amid regulatory uncertainty

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The retreat from ESG commitments could have long-term consequences for both corporate reputations and financial risk management as investors increasingly scrutinise companies for their sustainability practices, according to Dugald Higgins,

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Liberation Day… or the start of recession

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Employing hard negotiation tactics means starting with extreme demands before following up with only small, slow concessions. Negotiations may have the appearance of ‘take it or leave it’ or might

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Are Trump’s tariffs and Ukraine stance shifting the economic outlook?

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The Trump administration’s recent policy decisions on tariffs and its approach to the Ukraine-Russia conflict are generating uncertainty in financial markets and raising questions about the trajectory of the global

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