Insights

Tariff roulette & portfolio implications

CALVIN RICHARDSON , 17 JUNE 2025

Trump’s return to tariff-driven policy has reignited market volatility, culminating in Australia’s worst trading day since COVID. Senior Investment Consultant, Calvin Richardson, explores how “tariff roulette” is shaping investor sentiment, why the so-called TACO trade is gaining traction, and how Zenith’s portfolios are navigating the turbulence with defensive tilts and opportunistic positioning.

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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