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Everything from Zenith Investment Partners

Zenith announces return of original partner

From Zenith Investment Partners

Zenith Investment Partners (Zenith) has announced the return of one of its original partners and senior investment consultant, Ben Davis, to the business. The respected industry executive will return to

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10 Apr 2024

Is it time to make the switch from Cash/Term Deposits to Global Fixed Income?

From Zenith Investment Partners

After the bond market meltdown in 2022, Cash and Term Deposits (TDs) have become more appealing for investors seeking attractive rates and respite from losses experienced across broader defensive portfolios.

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08 Apr 2024

Understanding emissions reporting necessary for investors and advisors

From Zenith Investment Partners

Conversations on carbon With Australia on the cusp of implementing mandatory climate reporting in financial statements, much has been written on what’s required, what’s included and who’s captured. While finalisation

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02 Apr 2024

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

From Zenith Investment Partners

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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15 Mar 2024

The rise of artificial intelligence in portfolios

From Zenith Investment Partners

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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20 Feb 2024

Mandatory climate reporting proposal likely to hit roadblocks

From Zenith Investment Partners

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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05 Feb 2024

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

From Zenith Investment Partners

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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02 Feb 2024

Zenith appoints former Colonial First State product director to new role

From Zenith Investment Partners

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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18 Jan 2024

Real assets produces stable income streams despite occasional capital value declines

From Zenith Investment Partners

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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17 Jan 2024

High quality companies offer shelter as recession risk persists

From Zenith Investment Partners

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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13 Dec 2023

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CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]