Zenith Sector Review: Not even Marty McFly can avoid periods of drawdown

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Investors focused on short-term performance will no doubt be disappointed with the underperformance of the Australian Shares long/short sector. However, research by Zenith Investment Partners shows that it is very

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Listed Infrastructure delivers during recent downturns

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Global Listed Infrastructure (GLI) funds have once again proved their defensive capabilities in the face of equity market volatility according to Zenith Investment Partners 2019 Infrastructure Sector Report. The sector

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AFI bond managers strongly positioned to navigate unchartered territory

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In an environment where macroeconomic and geopolitical uncertainties have weighed heavily on investor sentiment, Australian Fixed Interest (AFI) bond managers have continued to demonstrate their resilience and produce strong risk-adjusted

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Liberal win a boost for LIC’S

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Listed Investment Companies (LICs) have dodged a political bullet with a Coalition victory over the weekend according to Zenith Investment Partners. Dugald Higgins, Zenith’s Head of Property & Listed Strategies

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Zenith expands into offshore market

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Zenith Investment Partners (Zenith) has entered into a conditional sale and purchase agreement with NZX Limited to acquire New Zealand’s leading research business, FundSource, as it expands into offshore markets.

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Smaller companies are higher beta, but they need not be

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From time to time, the market reminds us of the inherent volatility of equities as an asset class. The December quarter of 2018 was a clear example of this, with

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Market Neutral still a diversifier despite a tough 2018, says Zenith

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With Australian equities performing solidly and consistently in recent years, the negative 2018 calendar year served as a sharp reminder that alternative sources of returns can be an important diversifier

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China A-Shares diversifying emerging markets investment universe, but with higher volatility

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The inclusion of China A-Shares in major indices will materially increase investment opportunities for active fund managers, according to Zenith. China A-Shares are a class of stocks listed on two

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Small companies beneficial for international equity portfolio allocations

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An exposure to smaller companies has long been a common component of an investor’s Australian equities portfolio, however, this has not been the case from an international equities perspective. Zenith

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Fund managers rank Zenith as top research house: Peter Lee Associates Survey 

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A survey of 28 Australian equity fund managers conducted by independent research consultant Peter Lee Associates has ranked Zenith at number one with the highest ‘Research Relationship Strength Index’. The

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