Zenith appoints two senior leaders to support continued growth

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Zenith has bolstered its research and investment capabilities through two senior appointments, with Charl Marais joining the business as senior portfolio manager, and Dan Cave joining in the newly created

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Aussie equities a ‘complete laggard’ compared to global peers, as Zenith favours US, Japan and emerging markets

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Australian equities are likely to remain under pressure in 2026, with a combination of limited domestic exposure to artificial intelligence and relatively tight local monetary policy making it difficult to

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Can defence and ESG considerations coexist in an investment portfolio?

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With global conflict driving investor interest in defence sectors, Dugald Higgins, head of responsible investment at Zenith Investment Partners, says excluding defence from portfolios can raise difficult questions for investors.

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Key to private markets is understanding the opportunities and the risks

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Once exclusive to large institutions, inflows to private markets funds have been strong as investors flock to access well-performing asset classes such as private equity, credit, infrastructure and property. But

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Emerging markets challenged short term but better placed long term

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Emerging Asian economies are highly dependent on imported oil, particularly through the Strait of Hormuz, so it is not surprising that these equity markets have come under pressure over the

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Managed accounts to surpass $400 billion by 2030 as technology and regulatory scrutiny reshape the sector

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Managed accounts are on track to exceed $400 billion by the end of the decade, with technology and tighter regulation pushing the sector towards stronger, more transparent growth, Andrew Yap,

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Responsible investing is growing up, not winding down

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Responsible investing is moving beyond what has been a challenging time as the sector adopts a more pragmatic position, according to Dugald Higgins, head of responsible investment & real assets

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Four key themes for 2026: Productivity, valuations, the Fed and the US dollar

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A potential productivity surge, stretched valuations, the prospect of Fed easing, and the trajectory of the US dollar are the four critical themes that will shape global markets in 2026,

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Quality investment research is the secret ingredient in successful managed account portfolios

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A successful managed account portfolio must balance model outputs with professional judgement and insights, Andrew Yap head of portfolio solutions at Zenith Investment Partners says. Mr Yap says while quantitative

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Private markets investors need to be aware of inherent liquidity challenges

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Investors are increasingly exploring private markets as traditional portfolios battle geopolitical and macroeconomic risks, according to Dugald Higgins, head of responsible investment and real assets at Zenith. In a recent

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