Six ways AI is shaping investment processes

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The majority of fund managers now use artificial intelligence in at least six distinct parts of their investment processes, Ethan Spiegel, senior investment analyst at Zenith Investment Partners, says. “We’ve moved beyond

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Advisers say retirees and inheritors are key growth opportunities, but new research shows most practices aren’t built for either 

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Zenith Investment Partners’ survey of 430 Australian advisers has identified a sizable gap between where practices expect growth to come from and how prepared they are to service it. The From Adoption to Advantage 2026 report finds three

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The great AT1 phase-out: what it means for your clients’ portfolios

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Australian bank hybrids have long been a favourite in income-focused client portfolios for their combination of regular income, tax benefits through franking credits, and the reassurance of major bank backing

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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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