Article list

Everything from Zenith Investment Partners

Tariff roulette and portfolio implications

From Zenith Investment Partners

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

continue reading

20 Jun 2025

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

From Zenith Investment Partners

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

continue reading

18 Jun 2025

US outlook weakens as RBA rate cut looms

From Zenith Investment Partners

“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

continue reading

19 May 2025

The Bermuda income triangle: Where have the distributions gone?

From Zenith Investment Partners

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

continue reading

05 May 2025

Managed accounts free up 25 per cent of advisers’ time

From Zenith Investment Partners

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

continue reading

23 Apr 2025

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

From Zenith Investment Partners

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

continue reading

16 Apr 2025

Tariffs and turbulence: What it means for your investments

From Zenith Investment Partners

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

continue reading

10 Apr 2025

The Great Greenhushing: Companies retreat from ESG amid regulatory uncertainty

From Zenith Investment Partners

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,

continue reading

08 Apr 2025

Liberation Day… or the start of recession

From Zenith Investment Partners

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

continue reading

04 Apr 2025

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

From Zenith Investment Partners

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

continue reading

19 Mar 2025

FIRST 12 3 4 5...25 LAST

Earn CPD Points

CPD: The Fragmentation Era
In our 2024 Secular Outlook, “Yield Advantage[1],” we argued that central banks had largely tamed inflation and would soon start cutting interest rates. We said risks were shifting from growth [...]
CPD: Retirement income strategy choices
There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate [...]
CPD: Ethics and the advice practice
When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice. This article, proudly sponsored by [...]
CPD: Is your approach to client risk profiling putting you at risk?
Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by [...]
CPD: A new global order and implications for investors
The new global order differs from its predecessor in four ways, as outlined in the following article from GSFM’s investment partner TD Epoch. For decades, the US has been unrivalled [...]