Adviser News and Insights


  • Latest Insights

    September 07, 2021

    Insights from our Partners: The Seven Sins of Thematic Investing

    Lazard Asset Management’s Global Thematic Equity team shares its decades of experience in identifying and avoiding the seven sins of thematic investing.

    September 03, 2021

    Zurich is giving COVID-19 vaccination protection for life insurance customers at no extra cost

    Welcome to the latest edition of Zurich Adviser News. Many of you across the country are in some form of lockdown, we hope you’re coping well with all of the challenges that it brings and are looking forward to some of the freedoms that high vaccination rates are likely to provide us in the weeks and months ahead. In the meantime, our team remains committed to you and your clients and we are available to meet you virtually and provide the high level of service you have grown to expect from us.

    September 03, 2021

    Bringing the best of Zurich and OnePath technology suites together under one Adviser Portal

    Our commitment to put your needs as a modern advice practice front and centre and streamline the way you do business means we will begin integration of OnePath systems into a redesigned Adviser Portal from 24 September 2021.

    September 03, 2021

    Zurich is giving COVID-19 vaccination protection for life insurance customers at no extra cost

    We want to offer financial peace-of-mind to Australians around risk of COVID-19 vaccine side-effects. Zurich/ OnePath Life is giving COVID-19 vaccination protection at no extra cost to everyone insured under an eligible life insurance policy. An additional amount will be paid to customers who can claim under their insurance because of suffering a serious side effect from an approved COVID-19 vaccination.

    September 03, 2021

    COVID-19 Information to support your clients

    While the current pandemic is something that has taken many of us by surprise, rest assured we have responded in several key areas of our insurance products in response. Our dedicated claims teams remain ready and well equipped to respond effectively and efficiently with any other claims relating to COVID-19.

    September 03, 2021

    _ZONE Education: COVID-19 Stimulus Packages - Delta Variant

    With the rise of the Delta strain, _ZONE Education is here to provide you with current insights and information relevant to the very latest financial assistance packages being released, along with other potential solutions offered. Join our Risk Strategy Specialist Adam Crabbe who explores what new government initiatives have emerged for areas impacted by lockdown, what schemes and solutions remain available and what advice opportunities exist for those in the community.

    September 02, 2021

    Manager insights: Lessons from the COVID experience

    The COVID-19 experience has impacted every asset class to some level but listed property stocks in particular. Watch this interview to hear from Carlos Cocaro, portfolio manager of the Zurich Investments Australian Property Securities Fund, as he discusses why dislocations in the market can often lead to opportunities and how an experienced manager can exploit value dispersions to build conviction in active positions for the long term.

    September 13, 2021

    Weekly Market Update

    Weekly Macro & Markets View

  • Life Insurance

    September 03, 2021

    Zurich is giving COVID-19 vaccination protection for life insurance customers at no extra cost

    Welcome to the latest edition of Zurich Adviser News. Many of you across the country are in some form of lockdown, we hope you’re coping well with all of the challenges that it brings and are looking forward to some of the freedoms that high vaccination rates are likely to provide us in the weeks and months ahead. In the meantime, our team remains committed to you and your clients and we are available to meet you virtually and provide the high level of service you have grown to expect from us.

    September 03, 2021

    Bringing the best of Zurich and OnePath technology suites together under one Adviser Portal

    Our commitment to put your needs as a modern advice practice front and centre and streamline the way you do business means we will begin integration of OnePath systems into a redesigned Adviser Portal from 24 September 2021.

    September 03, 2021

    Zurich is giving COVID-19 vaccination protection for life insurance customers at no extra cost

    We want to offer financial peace-of-mind to Australians around risk of COVID-19 vaccine side-effects. Zurich/ OnePath Life is giving COVID-19 vaccination protection at no extra cost to everyone insured under an eligible life insurance policy. An additional amount will be paid to customers who can claim under their insurance because of suffering a serious side effect from an approved COVID-19 vaccination.

    September 03, 2021

    COVID-19 Information to support your clients

    While the current pandemic is something that has taken many of us by surprise, rest assured we have responded in several key areas of our insurance products in response. Our dedicated claims teams remain ready and well equipped to respond effectively and efficiently with any other claims relating to COVID-19.

    September 03, 2021

    _ZONE Education: COVID-19 Stimulus Packages - Delta Variant

    With the rise of the Delta strain, _ZONE Education is here to provide you with current insights and information relevant to the very latest financial assistance packages being released, along with other potential solutions offered. Join our Risk Strategy Specialist Adam Crabbe who explores what new government initiatives have emerged for areas impacted by lockdown, what schemes and solutions remain available and what advice opportunities exist for those in the community.

  • Investments

    September 07, 2021

    Insights from our Partners: The Seven Sins of Thematic Investing

    Lazard Asset Management’s Global Thematic Equity team shares its decades of experience in identifying and avoiding the seven sins of thematic investing.

    September 02, 2021

    Manager insights: Lessons from the COVID experience

    The COVID-19 experience has impacted every asset class to some level but listed property stocks in particular. Watch this interview to hear from Carlos Cocaro, portfolio manager of the Zurich Investments Australian Property Securities Fund, as he discusses why dislocations in the market can often lead to opportunities and how an experienced manager can exploit value dispersions to build conviction in active positions for the long term.

    September 13, 2021

    Weekly Market Update

    Weekly Macro & Markets View

    July 30, 2021

    Covid-19 today – Learn the science behind the new variants and vaccines

    With Covid-19 once again front and centre for many of us in Australia, it’s understandable that you might be interested in learning more about the virus and the various vaccines that you’re hearing about in the media.

    June 25, 2021

    Market Update webinar with Celeste Funds Management

    Notwithstanding current outbreaks, economic recovery expectations continue to improve as the pace of the Covid-19 vaccine rollout accelerates. But firming growth expectations have been accompanied by rising Sovereign bond yields. Will this derail equity markets or will accommodative fiscal and monetary policy, improving employment and rising vaccination rates continue to support markets through 2021?

    March 24, 2021

    Why consider thematic investing in 2021?

    Profound transformations are taking place in the global economy as digitization becomes universal and environmental threats, societal anxieties, and regulation gain ever greater prominence. Investors are therefore beginning to focus on the risks these transformations pose to business as usual, as well as the coming response of policymakers. Embedded within these shifts are generational opportunities for investors willing to take a differentiated approach.

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