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Why investors are backing Henkel shares
Stock in Focus
25 August, 2026
July 2026 performance overview
Talaria Portfolio and Performance
13 August, 2026
July 2026 monthly commentary
Monthly Market Commentary 13 August, 2026
Open
Think you’re well diversified? Think again
Portfolio Construction
28 July, 2026
Does asset class diversification still matter?
Portfolio Construction
24 July, 2026
Our unique implementation process
Portfolio Construction
15 July, 2026
Process trumps prediction in uncertain markets  
Portfolio Construction
15 July, 2026
June 2026 performance overview
Talaria Portfolio and Performance
14 July, 2026
June 2026 monthly commentary
Monthly Market Commentary 14 July, 2026
Open
Talaria Quarterly Podcast: Today’s Diversification Problem
Portfolio Construction
14 July, 2026
A O Smith and the US water heater industry
Stock in Focus
24 June, 2026
May 2026 monthly commentary
Monthly Market Commentary 16 June, 2026
Open
The future is unknowable
Global Equities
5 June, 2026
Basis Points Podcast
Global Equities
20 May, 2026
April 2026 performance overview
Talaria Portfolio and Performance
12 May, 2026
April 2026 monthly commentary
Monthly Market Commentary 12 May, 2026
Open
Talaria ETFs Now Available on Macquarie Wrap
News
7 May, 2026
Talaria Quarterly Webinar: A Playbook for a New Era
Talaria Portfolio and Performance
29 April, 2026
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