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Process trumps prediction in uncertain markets 

From Talaria Capital

Australian fund managers face a test of discipline as geopolitical conflict, stubborn inflation and market swings continue to unsettle investors, according to Jamie Mead CEO at Talaria Capital. Mead says

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26 Jun 2026

FOMO rally overlooks risks in AI and valuation

From Talaria Capital

Investors ‘buying the dip’ are at risk of missing broader economic threats including sticky inflation, artificial intelligence, private credit and higher energy costs off the back of oil price volatility,

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08 May 2026

Savers to pay the price in a debt era

From Talaria Capital

Savers could bear the hidden cost of the developed world’s mounting debt burden as governments run out of easy ways to combat their leveraged balance sheets, Hugh Selby-Smith, co-Chief Investment Officer at Talaria Capital says. Selby-Smith says the global economy is moving from a three-decade

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24 Apr 2026

Ten stats that matter

From Talaria Capital

From how AI is already shaping businesses and markets via data centres and drug trials, to precious metals, defence spending and demographics around the world, Talaria Co-CIO Hugh Selby-Smith outlines

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27 Feb 2026

Market optimism fuelled by debt not durability, but opportunities remain

From Talaria Capital

Market optimism is increasingly fuelled by rising debt and the belief that authorities will insulate investors from harm, rather than economic durability, yet opportunities remain for investors willing to rethink portfolio construction, Hugh Selby-Smith, co-CIO at Talaria

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06 Feb 2026

Fed rate cut signals economic weakness, urging investor caution amid tariff and debt risks

From Talaria Capital

The US Federal Reserve’s (the Fed’s) pivot to interest rate cuts is likely a signal of underlying economic weakness that historically leads to a prolonged downturn cycle, Chad Padowitz, co-chief

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24 Sep 2025

Brooke Simpson joins Talaria Capital as sales director

From Talaria Capital

Talaria Capital has appointed Brooke Simpson to the newly created role of sales director, based in its Sydney office, further strengthening the firm’s growing distribution team across Australia. Talaria CEO,

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16 Sep 2025

US labour shortages a bigger threat to markets than tariffs

From Talaria Capital

Structural labour shortages in the US pose a more persistent risk to inflation, corporate earnings and market stability than tariffs, Chad Padowitz, co-chief investment officer at Talaria Capital says. While

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27 Aug 2025

The case for true diversification amid overexposed markets

From Talaria Capital

The significant changes in the funds management industry in the past decade have brought issues such as liquidity, correlation and diversification to the forefront, and created new risks for investors

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25 Jul 2025

New economic order of nationalism and onshoring to hurt global equities

From Talaria Capital

A shift from global integration to a new era characterised by increasing nationalism and the return of manufacturing to domestic locations could harm the returns on equities, according to Chad

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24 Jul 2025

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]