Quality, small caps and emerging markets are well placed for future gains but a rise in bond yields could see share markets drop

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With a soft economic landing fully priced into equity and credit markets, any sign that interest rates could stay higher for longer on unexpectedly strong economic growth could push up

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The rise of artificial intelligence in portfolios

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Recession obsession In 2023, the market defied expectations as it rebounded from the anticipated recession that never materialised. Investors, expecting a downturn due to an unprecedented rate-hiking campaign, were caught

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Mandatory climate reporting proposal likely to hit roadblocks

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The proposal requiring financial services businesses and managed funds to include climate metrics in their financial reporting is leading to complications, particularly around consistency in reporting standards, says Zenith Investment

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Soft-landing could be derailed by geo-political risks and inflation

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With consensus that a soft-landing is imminent and markets are pricing in this outcome, there are complex geo-political risks that could impact the actual outcome, says Zenith Investment Partners head

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Zenith appoints former Colonial First State product director to new role

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Zenith Investment Partners has appointed Matt Warren to the newly created role of group head of product. Mr Warren will be based in Sydney and report to managing director Jason Huddy. Mr

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Real assets produces stable income streams despite occasional capital value declines

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Zenith Investment Partners says the real assets sector produces stable income streams for investors and has, in a historical context, rarely produced negative total returns despite occasional capital value declines. As

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High quality companies offer shelter as recession risk persists

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Share markets globally have largely shaken off higher interest rates this year with many companies relatively immune to higher credit costs. However, that could change if the world falls into

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Long/short funds are too expensive: fact or fiction?

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Fee pressures have been felt across the Australian funds management landscape for over a decade. Whilst investors have benefitted from meaningful compression in traditional global long-only equities products, the global

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Zenith Dynamic ETF and Essentials portfolios added to HUB24, Macquarie Wrap platforms

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Zenith Investment Partners has continued to grow its managed account footprint with the addition of its Dynamic ETF portfolios to HUB24’s new Discover offer, and its Essentials portfolios to Macquarie

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Quality companies combat market uncertainty

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Investment portfolios should be more weighted towards quality companies to help weather current market uncertainty, according to Zenith Investment Partners head of portfolio solutions Steven Tang. Mr Tang says a

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