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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08 Apr 2024

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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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

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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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15 Mar 2024

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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20 Feb 2024

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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05 Feb 2024

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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02 Feb 2024

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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18 Jan 2024

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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17 Jan 2024

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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13 Dec 2023

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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23 Nov 2023