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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Zenith announces acquisition of Chant West, supporting the growth ambitions of both businesses

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Zenith Investment Partners has announced that it has entered into an agreement to purchase the Chant West superannuation and consultancy business from ASX listed company Chant West Holding Ltd, (ASX: CWL). The transaction will take place by way of an asset sale for a $12m consideration and is expected to complete by this April. David […]

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Knowing the limitations can help investors exploit Real Assets growth potential

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Interest in real assets continues to attract attention as more investors take note of their defining characteristics – a smoother set of returns that are lowly correlated with other major asset classes. However, are real assets the safe haven investors believe them to be? Zenith Investment Partners, in its inaugural sector review of Real Assets, […]

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The optimal investment team structure – does it exist?

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The European Commission’s second Markets in Financial Instruments Directive (MiFID II) came into effect on 3 January 2018, aimed at increasing competition and fee transparency amongst market participants inside and outside the European Union. In its International Shares sector report, Zenith Investment Partners found that sell-side analysts were migrating to the buy-side as a direct […]

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