All Articles tagged with 'Damien Hennessy'

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Three reasons the Fed will hold rates and why the RBA is likely to follow suit

Despite markets pricing in up to two further US rate hikes this year, Damien Hennessy, investment director at Zenith Investment Partners, expects the Federal Reserve to delay any move to

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16 Jul 2026

Aussie equities a ‘complete laggard’ compared to global peers, as Zenith favours US, Japan and emerging markets

From Zenith Investment Partners

Australian equities are likely to remain under pressure in 2026, with a combination of limited domestic exposure to artificial intelligence and relatively tight local monetary policy making it difficult to

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16 Jun 2026

Emerging markets challenged short term but better placed long term

From Zenith Investment Partners

Emerging Asian economies are highly dependent on imported oil, particularly through the Strait of Hormuz, so it is not surprising that these equity markets have come under pressure over the

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20 Mar 2026

Four key themes for 2026: Productivity, valuations, the Fed and the US dollar

From Zenith Investment Partners

A potential productivity surge, stretched valuations, the prospect of Fed easing, and the trajectory of the US dollar are the four critical themes that will shape global markets in 2026,

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05 Dec 2025

Zenith announces new appointment to leadership team

From Zenith Investment Partners

Zenith Investment Partners has promoted Andrew Yap to Head of Portfolio Solutions. In his new role, Mr Yap will help lead Zenith’s Portfolio Solutions team of 12 investment professionals, overseeing

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17 Sep 2025

As the probability of a US recession drops where should you be investing?

From Zenith Investment Partners

The risk of a US recession has dropped markedly since US President Trump first announced widespread tariffs in April, with a soft landing now the more likely outcome, according to

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18 Jun 2025

US outlook weakens as RBA rate cut looms

From Zenith Investment Partners

“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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19 May 2025

Tariffs and turbulence: What it means for your investments

From Zenith Investment Partners

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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10 Apr 2025

Liberation Day… or the start of recession

From Zenith Investment Partners

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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04 Apr 2025

Volatility returns to equity markets as bond yields jump

From Zenith Investment Partners

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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22 Jan 2025

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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 [...]