As the S&P 500 continues to hover around record highs, the question needs to be asked as to what it currently represents.
The S&P 500 may hold 500 companies, but its performance is increasingly driven by a handful of technology giants. With many other asset classes closely correlated to the index, investors may be more exposed to the same risks than they realise.
As confidence in AI continues to shape markets and the tailwinds of globalisation fade, finding different sources of return is becoming increasingly important.
In his latest article for InvestorDaily, Talaria Co-CIO Chad Padowitz explores why traditional approaches to diversification may be falling short, the risks of relying on a single investment theme, and where investors can look for alternatives.
Read the full article on InvestorDaily
Chad is the Co-Chief Investment Officer of Talaria Asset Management. He has more than 25 years’ experience in the financial services industry in the UK, South Africa and Australia.
His experience includes working as an analyst in the treasury department at HSBC Bank in London, in derivative reporting and analysis, and as an equities research analyst at First National Bank in South Africa.
In 1998 Chad co-founded Aurica Financial Services in South Africa, a private client asset management company. In 2001, this was sold to Anglorand and Chad moved to Melbourne where he joined AXA Asia Pacific in 2003 in the role of investment specialist in equities and fixed income.
Chad holds a Bachelor of Commerce from University of the Witwatersrand (South Africa), is a Fellow of the Financial Services Institute of Australasia and is a Chartered Financial Analyst charterholder. Chad co-founded Talaria Asset Management in 2018.
