Talaria co-CIO Hugh Selby-Smith believes the global monetary regime is changing and that investors will need to adapt, “Investors who expect the next ten years to mirror the previous decade risk being caught off guard. What worked in a world of abundant capital may not work in a world defined by competition for capital.”
In his latest for Adviser Voice, Hugh also notes that savers may come to bear the hidden costs of the world’s mounting debt as governments exhaust other means of combatting their leveraged balance sheets.
Read the full article in Adviser Voice to learn Hugh’s recommendations for investing in this new regime.
Hugh is the Co-Chief Investment Officer and Head of Research at Talaria, having joined the business in 2016.
He began working in international equity markets in London in 1999 covering a range of global industries and sectors at Kleinwort Benson and Goldman Sachs, where he was consistently recognized by the likes of Institutional Investor, Greenwich Associates and Thomson Extel for his work.
He subsequently joined the international equities specialist TT International where he was part of the six-person team responsible for managing the firms long only Institutional Funds.
Hugh holds a Bachelor of Commerce and a Bachelor of Letters from Melbourne University, and co-founded Talaria Asset Management in 2018.
