Let’s Talk Markets
av Zenith Investment Partners
Nyeste episode
Bond yields, equity valuations, earnings and AI – what’s in store…
Bond yields, equity valuations, earnings and AI – what’s in store…
Om denne podkasten
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.
Episoder
De 20 nyeste av 24 episoder
- Bond yields, equity valuations, earnings and AI – what’s in store for 2027? · 13 min · Episode 24In the latest episode of Let’s Talk Markets, Senior Investment Consultant, Calvin Richardson is joined by Investment Director, Damien Hennessy, to unpack the current market…
- Taking a different lens to the managed accounts landscape · 13 min · Episode 23In our latest Let’s Talk Markets podcast, we're taking a different lens to the managed accounts landscape with Senior Investment Consultant, Calvin Richardson, and AMP's Head of…
- The case for global SMID exposure · 14 min · Episode 22In our latest Let's Talk Markets episode, Senior Investment Consultant, Martin Kofoed is joined by Chris Wallis, CEO and CIO of Vaughan Nelson, to discuss the case for the…
- Market update: what does the oil price really mean for investors? · 15 min · Episode 21Our latest Let’s Talk Markets podcast episode features Zenith's very own Investment Director, Damien Hennessy, and Senior Investment Consultant, Martin Kofoed, as they unpack the…
- Exploring the intricacies of private credit · 23 min · Episode 20An exploration into the intricacies of private credit.
- Unpacking the elusive world of private credit secondaries · 15 min · Episode 19A deep dive into private credit secondaries as a newer part of the credit ecosystem.
- A deep dive into fixed income investing · 1 min · Episode 18A deep dive into fixed income investing in today’s environment
- Navigating record highs & rising risks · 12 min · Episode 17This 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…
- Tariffs, tensions & trade: How US policy is reshaping global markets · 11 min · Episode 16Join 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…
- From paper to portfolio powerhouse: How managed accounts drive growth · 10 min · Episode 15This 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…
- Market volatility returns: what investors need to know · 11 min · Episode 14We unpack the key drivers, market reactions, and how investors can navigate the latest market uncertainty.
- Shifting ESG Landscape & Investor Insights · 13 min · Episode 13Understand 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…
- Trump's policies: Market reactions & asset class impacts · 10 min · Episode 12We analyse Trump’s policy impact on markets, exploring proposals, market responses, and asset class effects with Scott Berg.
- Trump's election: Implications for economic policy & markets · 10 min · Episode 11In 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…
- US election: Implications for policy and markets · 21 min · Episode 10In 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…
- Let's Talk Markets Episode 9: US & Japan market turmoil & recession risk · 10 min · Episode 9Understand and navigate the volatile times of the US and Japan market drop and how Advisers should reassure their clients during these times.
- Let's Talk Markets Episode 8: Economic trends unpacked: Inflation, elections & market risks · 11 min · Episode 8Explore recent disinflation trends, potential US rate cuts, election-based market scenarios, global equities’ concentration risks, and Australia’s economic outlook, including the…
- Let's Talk Markets Episode 7: Bitcoin investing: hype or opportunity? · 7 min · Episode 7Bitcoin is the world’s first and most popular cryptocurrency, but is it worth the hype to add it into your portfolios?
- Let's Talk Markets Episode 6: Understanding current macro market trends with our economic expert · 11 min · Episode 6Join 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…
- Let's Talk Markets Episode 5: Navigating Emerging Markets: Opportunities, risks & strategies · 9 min · Episode 5We 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…
