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Everything from Talaria Capital

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

End of an era for easy gains in stocks markets

From Talaria Capital

The conditions that allowed equity prices to gain over the last 30 years are shifting. “On the nominal cash flow growth side, forces that once supported cash flows, such as

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16 Jul 2025

Rising US debt demands investors seek more resilience in portfolios

From Talaria Capital

Rising US debt and greater volatility in global markets demands that investors seek more resilient assets such as companies with strong balance sheets that can better weather economic uncertainty, according

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07 Jul 2025

Tariffs and DOGE no antidote to burgeoning US debt as Trump slashes taxes

From Talaria Capital

As the Trump Administration passes tax cuts amid an already dire US debt situation, increased tariffs and government efficiencies won’t alter the debt trajectory significantly, posing a long-term structural challenge,

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28 May 2025

US assets have delivered in past decades, but big doubts over the future

From Talaria Capital

The prices of US equities, property and high-yield bonds have risen significantly over the past 30 years but moving ahead, the uncertainty weighing on financial markets stemming from Donald Trump’s

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16 May 2025

Investing risks are in plain sight as global markets bet on falling bond yields

From Talaria Capital

Global investors are exhibiting a high level of complacency by betting on falling US bond yields and are overlooking fundamental risks to inflation and ignoring the potential for other financial

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16 Apr 2025

Investment opportunities in European markets amid global economic challenges

From Talaria Capital

As the global economy grapples with high interest rates and around $100 trillion in global debt set for refinancing, European equites are more attractively priced compared to their United States

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04 Apr 2025

Prioritising genuine diversification over momentum is key in an expensive market

From Talaria Capital

The recent surge in US equity markets, particularly the S&P 500’s 23 per cent increase in 2024, is largely due to valuation expansions. This has created significant risks for investors,

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13 Feb 2025

Be patient. Watched stock never boils.

From Talaria Capital

Be patient. Watched stock never boils. Peter Lynch With global equity markets continuing to soar, an investment strategy that offers some genuine diversification away from the crowd should serve Australian

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20 Jan 2025

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]