Article list

Everything from Zenith Investment Partners

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

continue reading

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

continue reading

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

continue reading

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

continue reading

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

continue reading

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

continue reading

13 Dec 2023

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

From Zenith Investment Partners

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

continue reading

23 Nov 2023

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

From Zenith Investment Partners

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

continue reading

16 Nov 2023

Quality companies combat market uncertainty

From Zenith Investment Partners

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

continue reading

10 Nov 2023

Emerging markets and Asian equities are good long term performers

From Zenith Investment Partners

Zenith Investment Partners says the probability of emerging markets producing positive returns significantly increases over longer investment horizons, with Zenith’s rated emerging markets funds, on average, outperforming a passive exposure

continue reading

09 Nov 2023

FIRST 1 2 3 4 567 8 9 10...26 LAST

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]