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Everything from Zenith Investment Partners

Zenith expands national managed account footprint

From Zenith Investment Partners

Zenith Investment Partners continues its managed account portfolio growth trajectory with the launch of several new managed account portfolios this quarter, including a suite tailored for recently onboarded advice clients,

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18 Sep 2024

Market volatility will persist in short term which requires medium to longer-term focus

From Zenith Investment Partners

As stock markets navigate heightened volatility and rising tensions in the Middle East, Zenith Investment Partners says the challenge for investors is to stay focused on medium-longer term outcomes and

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22 Aug 2024

Unlocking outperformance in Australian fixed interest with global resources

From Zenith Investment Partners

The Australian fixed interest market is not isolated from the global market. Currency movements, interest rate differentials, and credit quality are just a few of the factors that weave the

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14 Aug 2024

Private debt – a cul de sac or a two-way street?

From Zenith Investment Partners

Private debt was one of the few asset classes to generate positive returns through the bond market meltdown in 2022, benefiting from its floating rate profile and a relatively stable

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26 Jun 2024

Global small caps and EM beneficiaries of economic conditions

From Zenith Investment Partners

Sticky services inflation is keeping inflation higher than expected, and that will likely keep interest rates on hold in the coming months, though Zenith Investment Partner’s head of asset allocation,

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05 Jun 2024

In bitcoin we (dis)trust

From Zenith Investment Partners

Boom or bubble? It’s that point in the cycle where Bitcoin is once again dominating the news cycle, with daily headlines flaunting bitcoin’s record highs and limitless potential. And although

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23 May 2024

Zenith still sees one RBA rate cut in 2024, with likely soft landing

From Zenith Investment Partners

Central banks won the battle against inflation in 2023 but as the March quarter data shows, further progress is likely to be more challenging, suggesting that the Reserve Bank of

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02 May 2024

Finding the right small cap strategy in 2024

From Zenith Investment Partners

While Australian small cap funds have historically delivered outperformance against their collective benchmark at an impressive rate (85% of Zenith’s rated peer group outperformed over the last five years), since

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24 Apr 2024

Emerging markets well placed for outperformance, but China still a risk

From Zenith Investment Partners

Emerging markets offer growth and diversification opportunities for investors’ portfolios, but active management is essential for selecting the best investment opportunities and avoiding risky markets, according to David Wright, investment

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12 Apr 2024

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

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]