This episode delves into the market complacency amidst record high equities, the impact of Middle East tensions, and the interplay between inflation and interest rates. It also addresses the near-term risks associated with the upcoming end of the tariff pause and the U.S. budget deficit challenges. Episode released 9 July 2025 Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) is the provider of General Advice (s766B Corporations Act 2001). To the extent that any content of this website constitutes advice, it is General Advice for Wholesale clients only and prepared exclusively for Zenith clients, without taking into consideration the objectives, financial situation or needs of any specific person. It is not a specific recommendation to purchase, sell or hold any financial product(s) and the contents of this website are subject to change or withdrawal without prior notice. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice in light of their own objectives, financial situation, or needs. Investors should obtain a copy of, and consider, any relevant product PDS or offer document before making any investment decision. This website and its contents are subject to copyright and may not be reproduced or distributed without the consent of the copyright owner. This website and its contents have been prepared in good faith and are believed to be reliable, but its completeness and accuracy are not guaranteed. Zenith accepts no liability for any errors or omissions, whether direct or indirect, arising from the use of information contained on this website. Past performance is not an indication of future performance. © 2025 Zenith Investment Partners Pty Ltd. All rights reserved.

Join us as Damien Hennessy, Head of Asset Allocation, explores the key themes shaping global markets, including: the impact of evolving US tariffs and fiscal policy why inflation and geopolitical risks are back in focus opportunities in real assets, equities and global credit, and how changing global dynamics are shifting portfolio positioning.

This episode discusses what’s driving high-growth firms in 2025 and how managed accounts are playing a central role. It covers the key traits high-growth advice businesses have in common, how managed accounts unlock efficiencies without compromising control, and tips for practices looking to scale, even if they’re not ready for a custom solution. To download the report discussed in today's podcast, visit https://www.zenithpartners.com.au/unlocking-advice-efficiencies-in-2025/   Episode released April 2025 Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) is the provider of General Advice (s766B Corporations Act 2001). To the extent that any content of this website constitutes advice, it is General Advice for Wholesale clients only and prepared exclusively for Zenith clients, without taking into consideration the objectives, financial situation or needs of any specific person. It is not a specific recommendation to purchase, sell or hold any financial product(s) and the contents of this website is subject to change or withdrawal without prior notice. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice in light of their own objectives, financial situation or needs. Investors should obtain a copy of, and consider, any relevant product PDS or offer document before making any investment decision. This website and its contents is subject to copyright and may not be reproduced or distributed without the consent of the copyright owner. This website and its contents has been prepared in good faith and is believed to be reliable, but its completeness and accuracy is not guaranteed. Zenith accepts no liability for any errors or omissions, whether direct or indirect, arising from the use of information contained on this website. Past performance is not an indication of future performance. © 2025 Zenith Investment Partners Pty Ltd. All rights reserved.

We unpack the key drivers, market reactions, and how investors can navigate the latest market uncertainty.

Understand the shifts in the ESG landscape and their implications for investors, especially in light of recent political developments. The episode covers the impact of Trump’s policy rollbacks on sustainability sectors, the evolution of ESG in Australia, and strategies to navigate political influences.

We analyse Trump’s policy impact on markets, exploring proposals, market responses, and asset class effects with Scott Berg.

In this episode, Investment Consultant Martin Kofoed and Head of Asset Allocation Damien Hennessy discuss the potential implications of Donald Trump’s election victory on global markets. They explore how renewed tariffs could impact global growth, inflation, and government revenue, referencing lessons from Trump’s first term. The conversation highlights the influence of lower corporate tax rates on U.S. company earnings growth and whether these benefits are already reflected in market pricing. They also examine Trump’s broader policies—tariffs, tax cuts, deregulation, and reduced immigration—and their potential to drive inflation, market instability, and geopolitical risks.   Zenith Investment Partners Pty Ltd ("Zenith") (ABN 27 103 132 672, AFS Licence 226872) is the provider of General Advice (s766B Corporations Act 2001). General Advice provided by Zenith is limited to Wholesale clients only. This document has been prepared exclusively for Zenith clients without taking into account the objectives, financial situation or needs of any specific person who may read it, including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any relevant product(s) and is subject to change at any time without prior notice. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice in this document in light of their own objectives, financial situation or needs. Investors should obtain a copy of, and consider, any relevant product PDS or offer document before making any decision and refer to the full Zenith Product Assessment/s available on the Zenith website. This document is confidential and subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. The information contained in this document has been prepared in good faith and is believed to be reliable at the time it was prepared, however, no representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this document. Except for any liability which cannot be excluded, Zenith does not accept any liability, whether direct or indirect arising from the use of information contained in this document. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith's methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines Copyright © 2024 Zenith Investment Partners, All rights reserved.

In this episode, we hear from guest speaker, Ron Temple, Chief Market Strategist at Lazard, about the potential impact of the outcome of the US election on global markets. During this conversation, Ron covers: how the composition of Congress will impact the President’s ability to pass legislation and how this could impact markets the stimulative fiscal agendas put forth by Harris and Trump and the risks to inflation and bond yields a summary of the policy proposals from both candidates and the potential market reaction, and how to position portfolios amidst this uncertain backdrop. Zenith Investment Partners Pty Ltd ("Zenith") (ABN 27 103 132 672, AFS Licence 226872) is the provider of General Advice (s766B Corporations Act 2001). General Advice provided by Zenith is limited to Wholesale clients only. This document has been prepared exclusively for Zenith clients without taking into account the objectives, financial situation or needs of any specific person who may read it, including target markets of financial products, where applicable. It is not a specific recommendation to purchase, sell or hold any relevant product(s) and is subject to change at any time without prior notice. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice in this document in light of their own objectives, financial situation or needs. Investors should obtain a copy of, and consider, any relevant product PDS or offer document before making any decision and refer to the full Zenith Product Assessment/s available on the Zenith website. This document is confidential and subject to copyright and may not be reproduced, modified or distributed without the consent of the copyright owner. The information contained in this document has been prepared in good faith and is believed to be reliable at the time it was prepared, however, no representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this document. Except for any liability which cannot be excluded, Zenith does not accept any liability, whether direct or indirect arising from the use of information contained in this document. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith's methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines Copyright © 2024 Zenith Investment Partners, All rights reserved.

Understand and navigate the volatile times of the US and Japan market drop and how Advisers should reassure their clients during these times.

Explore recent disinflation trends, potential US rate cuts, election-based market scenarios, global equities’ concentration risks, and Australia’s economic outlook, including the RBA’s potential avoidance of further tightening.

Bitcoin is the world’s first and most popular cryptocurrency, but is it worth the hype to add it into your portfolios?

Join us as we unpack market expectations for a soft landing, challenges in taming inflation, emerging trends in the manufacturing sector, and insights on navigating geopolitical risks.

We delve into the dynamic world of emerging markets, exploring the enticing prospects for growth and diversification while navigating the inherent risks of political and economic instability.

We explore the potential of global small caps in today’s investment landscape, including their many benefits for investors, such as diversification, growth potential, and attractive valuations.

We discuss the latest trends in equity markets and some key considerations for investors in the current environment. We also delve into the impact of rising interest rates, recession risk, and identify some attractive sub-sectors within the equity universe.

Talking all thing bonds; their role in portfolios, how they impact other asset classes and why investors should consider bonds in the current market environment.

We dive into the current outlook of interest rates, the weakening Australian dollar, and the implications these are having on portfolio construction. Released 19 Sept 2023