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Leading investment research and consulting house Zenith Investment Partners has made three key hires within its consulting team, supporting the growth of its managed accounts suite and expanding its service delivery for a growing pipeline of clients.

The impact of Coronavirus 2019 (COVID-19) has had significant ramifications on financial markets which has prompted unprecedented responses from central bankers and governments globally. Locally, the Reserve Bank of Australia (RBA) has embarked upon a program of unconventional monetary policy to provide liquidity, stabilise confidence, and address market dislocations. This has been supplemented by federal and state-based fiscal stimulus programs targeted at supporting employment, consumption and business investment.

In poker, professional players love it when an overconfident novice, riding their beginner's luck, joins them in a high stakes game. This presents an inefficiency, which will generally benefit the professional players. Zenith believes there are parallels between this poker example and the influx of retail investors who have entered the Australian stock market during COVID-19.

Listen to an intelligent discussion about the drivers behind the rise of alternative real estate with Zenith’s Head of Real Assets and Listed Strategies, Dugald Higgins, and sector lead for Property and Infrastructure, Dan Cave. They share their views on how the global pandemic has muted sector demand, why the rise of alternative real estate is the result of a decade long trend in very strong capital markets, and whether there are valuation opportunities in the current environment.