All Articles tagged with 'Chad Padowitz'

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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

Investors wise to carefully consider the risks to corporate earnings especially in the US

From Talaria Capital

High margins across stocks, sectors, industries, and regions are a major but not insuperable challenge to generating solid investment ideas in global equities Talaria Capital co-chief investment officer Chad Padowitz

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11 Jul 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

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

Changing equity markets require changing investment approaches

From Talaria Capital

Equity markets around the world are nearing the end of a one-off period of abnormal returns, and investors need to start looking for different ways of investing in order to

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19 Jun 2015

Earn CPD Points

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 [...]