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Everything from Zenith Investment Partners

Zenith announces winners of annual Fund Awards in award’s 10th anniversary year

From Zenith Investment Partners

The winners of the 2022 Zenith Fund Awards have been announced at a sold-out in-person event in Sydney yesterday. The annual awards recognise excellence in funds management across major asset

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18 Oct 2022

Portfolio return objectives challenged by inflation

From Zenith Investment Partners

Markets appear to have trust in central banks’ ability to ‘get the job done’ but there are risks to this view, according to Damien Hennessy, head of asset allocation with

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17 Oct 2022

Beware unintended consequences of financial services reforms

From Zenith Investment Partners

There may be unintended consequences in the Quality of Advice (QoA) review’s recommendation to deregulate general advice, according to David Wright, CEO of Zenith Investment Partners. “As an investment research

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14 Oct 2022

CPI target-based investing – it’s the real thing!

From Zenith Investment Partners

With Australia experiencing its highest inflation levels since the early 1990s, advisers face a common problem – how to maintain the purchasing power of client portfolios and deliver a level

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28 Sep 2022

The critical role of advisers in the growth of responsible investing

From Zenith Investment Partners

There is increasing recognition globally that responsible investing is integral to fiduciary duty which has important implications for financial advisers, according to Zenith Investment Partners Head of Responsible Investment &

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20 Sep 2022

Dynamic asset allocation a critical strategy in uncertain economic times

From Zenith Investment Partners

Investment managers need to take a dynamic asset allocation (DAA) approach that accounts for cyclical risks in an unpredictable global economy, says Zenith Investment Partners. DAA considers the potential risk

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18 Aug 2022

Did you hold ‘em or did you fold ‘em?

From Zenith Investment Partners

In our September 2020 article “Amateur investors beware: you’ve got to know when to hold ‘em, know when to fold ‘em”, we highlighted the dangers of a ‘do it yourself’

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08 Jul 2022

Winning by not losing

From Zenith Investment Partners

Share markets have endured a tumultuous start to the year, with the war in Ukraine, lockdowns in China and inflation anxieties relegating COVID-19 news flow to the back pages. In

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24 Jun 2022

The great fixed income rout – were we really blindsided?

From Zenith Investment Partners

With the sell-off in domestic fixed interest markets over the past seven months, the sea of red ink was a painful reminder of the risks of investing in bonds. The

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14 Jun 2022

Infrastructure’s pathway to net-zero

From Zenith Investment Partners

As the world attempts to move towards carbon neutrality, companies and fund managers are facing increased scrutiny regarding emission levels. Unsurprisingly, listed infrastructure’s level of carbon intensity is higher than

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13 Apr 2022

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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 [...]