Forewarned is forearmed

In his latest article for FS Super, Talaria Co-CIO Hugh Selby-Smith considers how the power of belief might be sustaining growth in the US, with momentum being maintained by a small group of companies, even as the risks are becoming harder to ignore. Hugh highlights the facts investors should consider: the outsized influence of a handful of stocks, earnings that may not keep up with expectations, persistent inflation, and the limits of traditional sources of diversification.

Read the full article in FS Super