Talaria CEO Jamie Mead recently spoke with Duncan Hughes for Investor Strategy News on a wide range of topics including the threat to diversification caused by the huge popularity of index funds, growing exposure to less transparent and largely unregulated private markets, and the need of retirees for reliable income from their retirement nest eggs.
“Liquidity is just one factor, as there is also the need for decorrelated income, which is earned from sources other than dividends and helps investors meet their living needs, which is particularly important during market downturns,” he says.
“This allows investors to receive income without drawing only on their capital base or relying on companies to pay dividends when that isn’t always reliable or consistent,” Jamie says.