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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22 Aug 2024

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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05 Jun 2024

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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02 May 2024

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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02 Feb 2024

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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10 Nov 2023

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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02 Mar 2023

Portfolio return objectives challenged by inflation

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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

Dynamic asset allocation a critical strategy in uncertain economic times

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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

North adds 12 managed portfolios to investment menu as it partners with more advice practices

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North, one of Australia’s leading wrap investment platforms, has added a further 12 managed portfolios to its investment menu, together with an additional 21 new investment options. The additions follow

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10 Aug 2022

Inflation threat and the impact on markets

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It is becoming an increasingly challenging environment to achieve investment return objectives, and the asset allocation strategies that have worked for the past decade are unlikely to continue to be

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02 Mar 2022