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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06 Mar 2019

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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31 Jan 2019

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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16 Jan 2019

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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30 Nov 2018

Real return funds go defensive and reduce equities exposure

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Real return funds that can flex their asset allocations to suit market conditions have significantly reduced their equities exposure, according to Zenith. Among Zenith’s rated universe of real return funds,

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31 Oct 2018

Low cost multi-asset funds more volatile in down markets

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Investors in low cost multi-asset funds are more likely to experience higher volatility when markets decline, according to new research by Zenith. In its 2018 Multi Asset Diversified Review of

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19 Oct 2018

Zenith to provide voting guidance to financial advisers

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Zenith has announced it will now provide formal recommendations on how financial advisers should vote in the best interests of their clients on investment matters that require an investor vote.

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20 Sep 2018

Zenith appoints third research analyst from financial planning firm

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Zenith has recruited a third research analyst from the financial planning industry with the appointment of James Damicoucas as Associate Investment Analyst. James will undertake fund manager research as part

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10 Aug 2018

Investor demand for downside protection drives surge in Australian shares long/short strategies

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A prolonged bull run in equity markets and increased concerns about a possible market correction have underpinned a sharp rise in the use of long/short strategies in investor portfolios, according

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13 Jul 2018

Australian equities: Investors shift towards high conviction as core comes under pressure 

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Investor momentum towards high conviction Australian equity strategies is likely to continue as traditional core strategies come under increasing pressure from low cost quantitative and passive index offerings, according to

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03 Jul 2018