Why leave the best fixed income opportunities on the table when rates are so low, asks portfolio manager

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Australian investors are leaving “a lot of opportunities on the table” by restricting themselves to domestic fixed income securities when they can least afford to, says Jarod Dawson, Portfolio Manager

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AFI bond managers strongly positioned to navigate unchartered territory

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In an environment where macroeconomic and geopolitical uncertainties have weighed heavily on investor sentiment, Australian Fixed Interest (AFI) bond managers have continued to demonstrate their resilience and produce strong risk-adjusted

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Real return funds go defensive and reduce equities exposure

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Real return funds that can flex their asset allocations to suit market conditions have significantly reduced their equities exposure, according to Zenith. Among Zenith’s rated universe of real return funds,

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Low cost multi-asset funds more volatile in down markets

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Investors in low cost multi-asset funds are more likely to experience higher volatility when markets decline, according to new research by Zenith. In its 2018 Multi Asset Diversified Review of

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Zenith appoints third research analyst from financial planning firm

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Zenith has recruited a third research analyst from the financial planning industry with the appointment of James Damicoucas as Associate Investment Analyst. James will undertake fund manager research as part

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Multi-asset managers further reducing investment expectations, says Zenith

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With cash rates globally at, or near, historic lows, investment managers are reducing their return expectations across a broad range of asset classes, says Zenith Investment Partners in their latest

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Central bank intervention poses challenges for global fixed income funds says Zenith

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Global Fixed Income managers have been challenged to navigate an ever volatile investment landscape due to divergent central bank policy and dislocations in global high yield, according to Andrew Yap,

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Zenith releases 2015 Multi Asset Sector review – challenging market conditions spurs innovation

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Zenith has released the 2015 Multi Asset Sector review and the most noticeable message was that the sector participants have forewarned of more challenging market conditions ahead, with headwinds brought

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Only One Diversified Manager Receives Highly Recommended Rating From Zenith

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Out of the 261 funds in the Zenith Investment Partners (Zenith) Diversified Fund universe only the Russell suite of funds achieved Highly Recommended status in the Research house’s Diversified Sector

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Russell stands out amongst multi-manager peers in Zurich review

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Zenith Investment Partners (Zenith) has today announced the results of its multi-manager diversified category review, the first of three to be released as part of its 2013 Diversified Sector Review.

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