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Everything from Zenith Investment Partners

Zenith sector report: Australian shares – small companies

From Zenith Investment Partners

Zenith Investment Partners has released its sector report on Australian shares – small companies. In it Zenith says it believes the best fishing spot for active managers is the Australian

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15 Mar 2022

Don’t play Russian roulette with portfolio construction

From Zenith Investment Partners

While tensions have been building over several years, the Russian invasion of Ukraine has still been a shock to most observers. The impact on lives and livelihoods is, of course,

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10 Mar 2022

The fisherman’s advice to the billionaire – why Australian small caps is the place to fish

From Zenith Investment Partners

Years before he became a billionaire hedge fund manager, William “Bill” Ackman, founder of Pershing Square Capital Management, trekked 10,000 kilometres to go fishing. Although Ackman had never fished a

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07 Mar 2022

Problems loom for conservative choice products in 2022 YFYS performance tests

From Zenith Investment Partners

Conservative choice products will be challenged by the Your Future Your Super (YFYS) performance test, with a number of problems and inconsistencies in the new regime set to be revealed,

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03 Mar 2022

Inflation threat and the impact on markets

From Zenith Investment Partners

It is becoming an increasingly challenging environment to achieve investment return objectives, and the asset allocation strategies that have worked for the past decade are unlikely to continue to be

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02 Mar 2022

Finding income in a low yield environment

From Zenith Investment Partners

Trying to find a reasonable income stream can be difficult at the best of times. In recent times, it has become a monumental task. The bellwether for income is the

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23 Feb 2022

Zenith creates new business development manager role

From Zenith Investment Partners

Zenith Investment Partners has appointed Gordon Roebuck to the newly created role of business development manager for Queensland. Mr Roebuck will be based in Brisbane and report to national head

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04 Feb 2022

Is private real estate an effective inflation hedge?

From Zenith Investment Partners

Milton Friedman once famously observed that ‘inflation is taxation without legislation’. Inflation landed with a thud in Australia in October 2021, with the broad Consumer Price Index rising 0.8% for

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02 Dec 2021

Good COP, Bad COP – dispelling the myth of ESG underperformance

From Zenith Investment Partners

Environmental and social issues have never been more important. The world’s eyes were firmly on Glasgow and the environmental issues discussed in the recently held 2021 United Nations Climate Change

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30 Nov 2021

Zenith appoints BDM as demand for managed accounts grow

From Zenith Investment Partners

Zenith Investment Partners has appointed Scott Garner to the newly created role of senior business development manager. Mr Garner will be based in Sydney and report to head of sales,

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28 Oct 2021

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]