When diversification stops diversifying 

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“For years, investors were rewarded simply for being in the market. But we are moving into an environment where what you own matters again — and that may catch many

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09 Oct 2026

As traditional income options shrink, volatility offers an alternative 

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Investors’ instinct to treat volatility as something to avoid rather than a potential source of return could mean they are overlooking valuable income opportunities, according to Talaria Capital co-CIO Chad

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10 Sep 2026

Process trumps prediction in uncertain markets  

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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

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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 

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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 

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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  

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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  

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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 

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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 

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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