Insights

Quarterly Managed Account Update - Q3 2023

_{09 NOVEMBER 2023
STEVEN TANG}

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Four Questions with the Asset Allocators - Episode 9

_{09 NOVEMBER 2023
DAMIEN HENNESSY}

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Meet our people: Q&A with Prachi Kekre

_{25 SEPTEMBER 2023
PRACHI KEKRE}

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Four questions with the Asset Allocators

_{28 AUGUST 2023
DAMIEN HENNESSY}

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Around the World in 30 Days

_{21 AUGUST 2023
ATHARV SETH}

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Quarterly Managed Account Update - Q2 2023

_{17 AUGUST 2023
STEVEN TANG}

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Finding returns in volatile markets: the power of market neutral strategies

_{06 JUNE 2023
JOCK ALLEN}

Assessing Multi-Asset Portfolios: A guide to measuring performance

_{05 JUNE 2023
MARTIN KOFOED}

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Four questions with the Asset Allocators - Episode 7

_{30 MAY 2023
DAMIEN HENNESSY}

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Quarterly Managed Account Update - Episode 10

_{25 MAY 2023
STEVEN TANG}

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Sector Insight: ETFs with Vanguard Australia

_{15 MAY 2023
SHAILESH JAIN}

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Are Aussie mid-caps suffering from middle child syndrome?

_{04 APRIL 2023
STEPHEN COLWELL}

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Liquidity in Private Markets – Is All Rainfall Good?

_{03 APRIL 2023
RODNEY SEBIRE}

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Zenith Sector Insights - Fixed income

_{15 MARCH 2023
ANDREW YAP}

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The Changing of the Guard: Green shoots in Listed Property

_{08 MARCH 2023
CALVIN RICHARDSON}

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Quarterly Managed Account Update - Episode 9

_{17 FEBRUARY 2023
STEVEN TANG}

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Meet our people: Q&A with Lisa Chadwick

_{08 FEBRUARY 2023
LISA CHADWICK}

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Four questions with the Asset Allocators - Episode 6

_{02 FEBRUARY 2023
DAMIEN HENNESSY}

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Successful forward runs shown by the global equities sector

_{06 DECEMBER 2022
QUAN NGUYEN}

Global themes for a local investor

_{01 DECEMBER 2022
CALVIN RICHARDSON}

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Quarterly Managed Account Update - Episode 8

_{23 NOVEMBER 2022
STEVEN TANG}

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Four questions with the Asset Allocators - Episode 5

_{23 NOVEMBER 2022
DAMIEN HENNESSY}

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What is dynamic asset allocation and why is it important for your portfolio?

_{07 OCTOBER 2022
DAMIEN HENNESSY}

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Meet our people: Q&A with Andrew Yap

_{05 OCTOBER 2022
ANDREW YAP}

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The critical role of advisers in the growth of responsible investing

_{20 SEPTEMBER 2022
DUGALD HIGGINS}

The changing world of managed accounts — a guide for advisers

_{13 SEPTEMBER 2022
STEVEN TANG}

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Ten-minutes to midnight: China’s property dilemma

_{12 SEPTEMBER 2022
CALVIN RICHARDSON}

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Four questions with the Asset Allocators - Episode 4

_{15 AUGUST 2022
DAMIEN HENNESSY}

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Back to the future – refocusing on long-term returns

_{15 AUGUST 2022
CALVIN RICHARDSON}

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Please Sir, I want some more! Shrinkflation and its impact on markets

_{15 AUGUST 2022
ANDREW YAP}

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Zenith Quarterly Managed Accounts Update - Episode 7

_{10 AUGUST 2022
STEVEN TANG}

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Zenith research - adding value to your managed accounts

_{ZENITH INVESTMENT PARTNERS}

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Market observations part 1: Inflation the focus for central banks

_{14 JULY 2022
DAMIEN HENNESSY}

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Market observations part 2: Earnings, recessionary risk and recovery

_{14 JULY 2022
DAMIEN HENNESSY}

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Real estate sustainability – what’s next?

_{08 JULY 2022
DUGALD HIGGINS}

Meet our people: Q&A with Lalitha Ratan

_{28 JUNE 2022
LALITHA RATAN}

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History doesn’t repeat itself, but it does rhyme

_{23 JUNE 2022
CALVIN RICHARDSON}

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The great fixed income rout – were we really blindsided?

_{16 JUNE 2022
ANDREW YAP}

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Market observations: Implications of higher inflation

_{16 JUNE 2022
DAMIEN HENNESSY}

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Winning by not losing

_{16 JUNE 2022
CALVIN RICHARDSON}

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Do no harm – negative screens and responsible investing

_{16 JUNE 2022
DUGALD HIGGINS}

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Four questions with the Asset Allocators - episode 3

_{20 MAY 2022
DAMIEN HENNESSY}

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Zenith Managed Accounts Update - Episode 6

_{17 MAY 2022
STEVEN TANG}

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Russia, Ukraine and the importance of active management

_{11 MAY 2022
TOM GOODRICH}

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The challenges of tactical asset allocation

_{13 APRIL 2022
ANDREW YAP}

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Two years on from COVID market crisis, the value of patience is clear

_{13 APRIL 2022
MANO MOHANKUMAR AND JORDAN DAVIES, CHANT WEST}

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Quarterly Sector Insights - ESG

_{24 MARCH 2022
DUGALD HIGGINS}

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Meet our people: Q&A with Manasi Mahale

_{15 MARCH 2022
MANASI MAHALE}

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Don’t play Russian roulette with portfolio construction

_{04 MARCH 2022
CALVIN RICHARDSON AND DAMIEN HENNESSY}

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The value of research with Bronwen Moncrieff and Matt Olsen

_{02 MARCH 2022
BRONWEN MONCRIEFF}

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Zenith Quarterly Managed Accounts Update - Episode 5

_{24 FEBRUARY 2022
STEVEN TANG}

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Four questions with the Asset Allocators - Episode 2

_{11 FEBRUARY 2022
DAMIEN HENNESSY}

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Navigating Chinese regulatory turbulence - a case for active management

_{07 FEBRUARY 2022
TOM GOODRICH}

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Impact investing - the fundamental questions answered

_{07 FEBRUARY 2022
DUGALD HIGGINS}

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2021: Zenith year in review

_{07 FEBRUARY 2022
CALVIN RICHARDSON}

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Education bonds – an under-utilised investment structure?

_{30 NOVEMBER 2021
PELIN DEMIR}

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YFYS performance test: good intentions marred by collateral damage

_{30 NOVEMBER 2021
IAN FRYER, CHANT WEST}

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Death, taxes and net-zero

_{29 NOVEMBER 2021
CALVIN RICHARDSON}

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Four questions with the Asset Allocators - Episode 1

_{26 NOVEMBER 2021
DAMIEN HENNESSY}

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Don’t believe TINA: There are alternatives - Livewire Markets

_{24 NOVEMBER 2021
DAVID WRIGHT}

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It’s time to think differently - Livewire Markets

_{19 NOVEMBER 2021
DAVID WRIGHT}

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Zenith Quarterly Managed Accounts Update - Episode 4

_{15 NOVEMBER 2021
STEVEN TANG}

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“A bird in the hand is worth two in the bush”

_{22 OCTOBER 2021
QUAN NGUYEN}

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The Wild West of Central Banking

_{04 OCTOBER 2021
CALVIN RICHARDSON}

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Evergrande: A Controlled Demolition

_{04 OCTOBER 2021
CALVIN RICHARDSON}

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Compare the Pair

_{04 OCTOBER 2021
JAMES DAMICOUCAS AND MARTIN KOFOED}

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Zenith Sector Insights - Private credit in real estate

_{29 SEPTEMBER 2021
DUGALD HIGGINS}

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When equities go down, must alternatives go up?

_{19 AUGUST 2021
RODNEY SEBIRE}

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Your burning questions answered on fixed income ETFs

_{18 AUGUST 2021
DUGALD HIGGINS}

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Zenith Quarterly Managed Accounts Update - Episode 3

_{12 AUGUST 2021
STEVEN TANG}

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Extracting value from bonds in a rising rate environment

_{28 JULY 2021
ANDREW YAP}

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Reporting season, it’s a Thriller

_{28 JULY 2021
JACOB SMART}

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Zenith managed accounts: financial year in review

_{28 JULY 2021
CALVIN RICHARDSON}

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Don’t let the perfect be the enemy of the good

_{03 JUNE 2021
CALVIN RICHARDSON}

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Fixed Income Animal Spirits

_{02 JUNE 2021
CALVIN RICHARDSON}

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Dynamic asset allocation - theory and practice

_{02 JUNE 2021
DAMIEN HENNESSY}

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Zenith Sector Insights - Global listed infrastructure

_{19 MAY 2021
DAN CAVE}

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Zenith Quarterly Essentials Portfolio Update - Episode 2

_{17 MAY 2021
STEVEN TANG}

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The financial markets Boogey Man: Inflation

_{30 MARCH 2021
CALVIN RICHARDSON}

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Roadmap for the ESG Maze

_{30 MARCH 2021
DUGALD HIGGINS}

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Was there IPO value in 2020?

_{30 MARCH 2021
STEPHEN COLWELL}

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Kearney Group & Zenith team up to design an ‘ESG-first’ suite of portfolios

_{30 MARCH 2021
PAUL KEARNEY}

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Zenith Quarterly Essentials Portfolio Update - Episode 1

_{05 MARCH 2021
STEVEN TANG}

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Reddit Versus Wall Street: Class Warfare

_{01 MARCH 2021
ADELE O'SHANNASSY}

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Responsible Investing: what does the Australian Sustainable Finance Initiative mean for you?

_{15 FEBRUARY 2021
DUGALD HIGGINS}

Watch

David Wright on Ausbiz - The changing role of retail investors in the current market

_{11 FEBRUARY 2021
DAVID WRIGHT}

Watch

Compare a pear with another pear, not with an apple

_{02 FEBRUARY 2021
JAMES DAMICOUCAS}

Read

Managed accounts – a year in review

_{01 FEBRUARY 2021
CALVIN RICHARDSON}

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The case for alternatives

_{28 JANUARY 2021
MARTIN KOFOED}

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The real story on super competitiveness and fees

_{28 JANUARY 2021
IAN FRYER, CHANT WEST}

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Video killed the radio star – the importance of the ‘disruptor theme’

_{08 DECEMBER 2020
QUAN NGUYEN}

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The tortoise and the hare - a fable relevant for long/short funds

_{03 DECEMBER 2020
JACOB SMART}

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What's the real future of the office?

_{01 DECEMBER 2020
DUGALD HIGGINS}

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Can ESG be passive?

_{20 NOVEMBER 2020
DUGALD HIGGINS}

Read

Unpacking managed account fees

_{20 NOVEMBER 2020
MARTIN KOFOED}

Read

Emerging markets, COVID-19 and why country allocation matters

_{20 NOVEMBER 2020
TOM GOODRICH}

Read

From Wall Street to the Oval Office

_{21 SEPTEMBER 2020
CALVIN RICHARDSON}

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COVID-induced market extremes provide opportunities for active managers to shine

_{18 SEPTEMBER 2020
ANDREW YAP}

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Amateur investors beware: you've got to know when to hold 'em, know when to fold 'em

_{18 SEPTEMBER 2020
QUAN NGUYEN}

Read

Liquidity in Fixed Income Markets – A Tide Going Out in Dislocated Markets

_{21 JULY 2020
RODNEY SEBIRE}

Read

Real Estate - The rise of alternatives

_{16 JULY 2020
DUGALD HIGGINS}

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Should REIT exposures be maintained?

_{09 JULY 2020
DAN CAVE}

Read

Capital raisings, a source for outsized returns

_{06 JULY 2020
JACOB SMART}

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Long/short, the Neo frontier for Australian equity long-only managers

_{29 JUNE 2020
QUAN NGUYEN}

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Are LICs & LITs flawed?

_{25 JUNE 2020
DUGALD HIGGINS}

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Market Update

_{05 JUNE 2020
STEVEN TANG}

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Dividend cuts, deferrals and cancellations – what can investors expect from Australian shares?

_{28 MAY 2020
QUAN NGUYEN}

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Equities - Value, growth or both in a time of crisis?

_{28 APRIL 2020
JACOB SMART}

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Looking beyond stock selection for market neutral strategies

_{24 APRIL 2020
QUAN NGUYEN}

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Small caps bounce back, with a little help from IPOs

_{24 APRIL 2020
QUAN NGUYEN}

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Global Listed Infrastructure: essential assets in a global shutdown?

_{22 APRIL 2020
DAN CAVE}

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Investing in REITs – Stay or go?

_{21 APRIL 2020
DUGALD HIGGINS}

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Market Update: Temptations of Market Timing

_{11 MARCH 2020
STEVEN TANG}

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Coronavirus: Looking back to look forward

_{03 MARCH 2020
TOM GOODRICH}

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Knowing the limitations can help investors exploit Real Assets growth potential

_{31 JANUARY 2020
DUGALD HIGGINS}

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The optimal investment team structure – does it exist?

_{29 JANUARY 2020
QUAN NGUYEN}

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