US outlook weakens as RBA rate cut looms

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“The macroeconomic picture will continue to dominate, and the events of the past month have reminded us that the environment that we are in now, geopolitical risk and policy risk

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Tariffs and turbulence: What it means for your investments

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The global investment landscape has taken a sharp and unexpected turn following the recent announcement of sweeping U.S. tariffs—changes that were both faster and more extensive than markets anticipated. As

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Liberation Day… or the start of recession

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Employing hard negotiation tactics means starting with extreme demands before following up with only small, slow concessions. Negotiations may have the appearance of ‘take it or leave it’ or might

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Volatility returns to equity markets as bond yields jump

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As stock markets navigate heightened volatility and rising bond yields in 2025, investors are reducing bets on interest rate cuts in the US and pricing in more potential inflation under

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Market volatility will persist in short term which requires medium to longer-term focus

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As stock markets navigate heightened volatility and rising tensions in the Middle East, Zenith Investment Partners says the challenge for investors is to stay focused on medium-longer term outcomes and

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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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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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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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Quality companies combat market uncertainty

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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

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Shorter-term challenges remain but long-term return expectations close to best in 8 years

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Higher yields, lower valuations and partial normalisation of policy settings means investment market return expectations are better than they have been for years, says Zenith head of asset allocation, Damien

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