All Articles tagged with 'Hugh Selby-Smith'

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Savers to pay the price in a debt era

From Talaria Capital

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

From Talaria Capital

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

From Talaria Capital

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

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

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

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

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

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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 [...]