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Everything from Talaria Capital

“This time it’s different” – but investor returns under pressure

From Talaria Capital

The four most dangerous words in investing are: ‘This time it’s different’; and we have been hearing this a lot recently, says Hugh Selby-Smith, co-CIO at Talaria Asset Management. “The

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08 May 2024

‘Relief rally’ skewing return expectations

From Talaria Capital

Financial markets are full of warnings about past performance not being an indicator of future performance. But past precedent can be invaluable in preparing for the future, and history certainly

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21 Feb 2024

Investors should rebalance their portfolios and not wait for return to the ‘good times’

From Talaria Capital

The priority for investors should be rebalancing their portfolios to protect their wealth instead of positioning for a return of the good times, as now is a dangerous time to

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25 Oct 2022

Talaria appoints new sales director for NSW, WA

From Talaria Capital

Talaria Capital has appointed Sam Dowling as sales director for New South Wales and Western Australia. Based in Talaria’s Sydney office, Mr Dowling will bolster the firm’s already strong business development

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15 Jun 2022

Talaria Capital added to CFS platform

From Talaria Capital

Talaria Capital‘s award-winning Global Equity Fund has been added to the Colonial First State (CFS) FirstChoice platform. Talaria’s CEO Jamie Mead said the CFS mandate is another important milestone in the

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31 May 2022

Executive team buys out Wingate Group shareholding, launches Talaria

From Talaria Capital

The executive team of boutique asset management firm Wingate Asset Management has taken the majority shareholding in the business, acquiring the majority of the equity stake from Wingate Group. The

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24 Sep 2018

Pockets of opportunity exist despite gloomy global outlook

From Talaria Capital

Global equities markets are likely to deliver nominal or even zero returns over the next five to ten years, but it is still possible to identify good value companies that

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15 Sep 2016

Wingate Global Equity Fund added to Macquarie Wrap

From Talaria Capital

The Wingate Global Equity Fund – Wholesale Units has been added to the Macquarie Wrap platform, providing investors with exposure to the growth of global markets while limiting risk. The

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15 Aug 2016

Wingate appoints head of research

From Talaria Capital

Boutique global equities manager Wingate Asset Management has appointed Hugh Selby-Smith to the newly-created role of head of research. Mr Selby-Smith will be based in Melbourne and report to chief

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24 Mar 2016

Wingate Global Equity Funds upgraded to ‘Recommended’ as manager adds to investment team

From Talaria Capital

Research house Zenith has upgraded the Wingate Global Equity Fund—Wholesale Units (unhedged) and the Wingate Global Equity Fund—Hedged to ‘Recommended’ ratings at its most recent review. The ‘Recommended’ ratings indicate

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13 Jan 2016

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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 [...]