All Articles tagged with 'Chad Padowitz'

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As traditional income options shrink, volatility offers an alternative

From Talaria Capital

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

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

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

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

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

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

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

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CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]