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In the fast-paced world of finance, keeping up to date with market movements is crucial to making informed decisions. Zenith’s podcast provides short and to-the-point episodes on important market events, trends, and topics. Our goal is simple: to provide you with the information needed to navigate the complexities of financial markets and understand how these changes may impact your portfolios.
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Tariffs, tensions & trade: How US policy is reshaping global markets
10:34
10:34
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10:34
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.…
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From paper to portfolio powerhouse: How managed accounts drive growth
9:58
9:58
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9:58
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. T…
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Market volatility returns: what investors need to know
10:32
10:32
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10:32
Market volatility has returned, with the S&P experiencing its first 10% drawdown since 2023. In our latest podcast, we unpack the key drivers, market reactions, and how investors can navigate uncertainty. Hear how our team is positioning portfolios and why staying invested with quality and diversification remains crucial. Episode released 25 March …
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Shifting ESG Landscape & Investor Insights
12:54
12:54
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12:54
This episode discusses the impact of Trump's policy rollbacks on sustainability sectors such as clean energy and electric vehicle production. It also explores the evolving ESG landscape in Australia, the influence of political changes on sustainability, and the increasing demand for sustainable investment models. Episode released 26 February 2025 Z…
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Trump's policies: Market reactions & asset class impacts
9:36
9:36
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9:36
In this episode, special guest Scott Berg from T. Rowe Price discusses the potential implications of Donald Trump’s policy proposals on global markets. They explore how Trump's main policies have led to positive responses from risk assets, why not all policies have been market-friendly (e.g. tariffs), and how different asset classes have reacted. S…
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Trump's election: Implications for economic policy & markets
10:13
10:13
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10:13
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 highl…
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US election: Implications for policy and markets
20:53
20:53
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20:53
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 fi…
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Let's Talk Markets Episode 9: US & Japan market turmoil & recession risk
10:16
10:16
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10:16
The first week of August has proven to be a wild ride for global markets, leaving many investors with a sense of unease. However, understanding the forces behind this volatility and the recent rebound can offer some valuable insights. This market update is designed to help you understand and navigate these volatile times. Episode published: 8th Aug…
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Let's Talk Markets Episode 8: Economic trends unpacked: Inflation, elections & market risks
10:53
10:53
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10:53
Explore recent disinflation trends in the US and other countries, potential US rate cuts, and market scenarios based on US election results, especially a Trump victory's inflationary impact. Understand global equities' concentration risks, particularly in the S&P 500, and review Australia's economy, inflation trends, and the RBA's potential avoidan…
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Let's Talk Markets Episode 7: Bitcoin investing: hype or opportunity?
6:46
6:46
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6:46
In our latest "Let's Talk Markets" podcast episode we dive into the topic of Bitcoin investing. Bitcoin is the world's first and most popular cryptocurrency, a decentralised digital currency that operates without the need for intermediaries or central authorities. It has gained a lot of attention and attracted controversy in recent years, as its pr…
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Let's Talk Markets Episode 6: Understanding current macro market trends with our economic expert
11:28
11:28
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11:28
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. Episode released 19 April 2024 Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) is the provider of General Advice (s766B Corporations Act 2001). T…
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Let's Talk Markets Episode 5: Navigating Emerging Markets: Opportunities, risks & strategies
8:51
8:51
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8:51
In this episode, David and Calvin 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. From the importance of active management to the nuances of regional disparities, they offer valuable insights for investors see…
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Let's Talk Markets Episode 4: Maximising potential with global small caps
6:21
6:21
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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. But they do come with some risks, such as liquidity and volatility, that require careful management. Episode released 12 February 2024 Zenith Investment Par…
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Let's Talk Markets Episode 3: Insights on equities, interest rates & opportunities
7:46
7:46
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7:46
In this episode, we sit down with Senior Investment Consultant, Shailesh Jain, to discuss the latest trends in equity markets and some key considerations for investors in the current environment. We delve into the impact of rising interest rates, recession risk, and identify some attractive sub-sectors within the equity universe. Episode released 4…
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Let's Talk Markets Episode 2: The role & impact of bonds in portfolios
8:16
8:16
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8:16
Let's talk about bonds, specifically covering: their role in portfolios how they impact other asset classes, Term deposits vs bonds, and why investors should consider bonds in the current market environment. Episode released 23 October 2023 Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) is the provider of General Advice (s766B …
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Let's Talk Markets Episode 1: Interest rates & the AU dollar
7:13
7:13
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Head of Asset Allocation, Damien Hennessy, dives into the current outlook of interest rates, the weakening Australian dollar, and the implications these are having on portfolio construction. Episode released 19 Sept 2023 Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) is the provider of General Advice (s766B Corporations Act 200…
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