Let’s Talk Markets

Zenith Investment Partners
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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.

  1. JAN 27

    Unpacking the elusive world of private credit secondaries

    Our first Let's Talk Markets podcast episode for the year is now live with Senior Investment Consultant, Calvin Richardson and Coller Capitals’ Investment Partner, Martins Marnauza, diving into private credit secondaries as newer part of the credit ecosystem which is now available to a broader investor base. Episode released: 28 Jan 2026 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 © 2025 Zenith Investment Partners, All rights reserved.

    15 min

  2. 11/18/2025

    A deep dive into fixed income investing

    Our latest Let's Talk Markets podcast episode is now live and features Pendal's Head of Income Strategies, Amy Xie Patrick, and Senior Investment Consultant, Martin Kofoed. It's a timely and engaging conversation which explores where the best opportunities lie in bond markets, how to compare opportunities in private and public credit, and what current interest rate policy settings mean for investment opportunities in the sector. Episode released: 18 November 2025 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 © 2025 Zenith Investment Partners, All rights reserved.

    17 sec

  3. 07/08/2025

    Navigating record highs & rising risks

    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.

    12 min

  4. 05/28/2025

    Tariffs, tensions & trade: How US policy is reshaping global markets

    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.

    11 min

  5. 04/16/2025

    From paper to portfolio powerhouse: How managed accounts drive growth

    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.

    10 min

  6. 03/25/2025

    Market volatility returns: what investors need to know

    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 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.

    11 min

  7. 02/25/2025

    Shifting ESG Landscape & Investor Insights

    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 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.

    13 min

  8. 01/23/2025

    Trump's policies: Market reactions & asset class impacts

    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. Scott also examines the market's complacency regarding rising bond yields and shares insights on strategic portfolio positioning in this environment.

    10 min
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About

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.

Information

  • Creator
    Zenith Investment Partners
  • Years Active
    2024 - 2026
  • Episodes
    19
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    Let’s Talk Markets

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