News

Four key themes for 2026: Productivity, valuations, the Fed and the US dollar

DAMIEN HENNESSY, 3 DECEMBER 2025

A potential productivity surge, stretched valuations, the prospect of Fed easing, and the trajectory of the US dollar are the four critical themes that will shape global markets in 2026, says Damien Hennessy, investment director at Zenith Investment Partners.


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Inside Responsible Investing

As the need for ESG practices and regulation grows across the Australian financial services industry, Dugald Higgins, Head of Responsible Investment and Sustainability at Zenith shares his insights and commentary as the ESG landscapes evolves. With continued growth and change anticipated within the ESG space, Dug breaks down what this means for investors, advisers, and businesses.

Dugald Higgins

Head of Responsible Investment & Real Assets