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

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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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Global small caps and EM beneficiaries of economic conditions

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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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In bitcoin we (dis)trust

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

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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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Finding the right small cap strategy in 2024

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

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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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Zenith announces return of original partner

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

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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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Understanding emissions reporting necessary for investors and advisors

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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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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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