The global changes that could guide how – and where – you invest

June 2024
Record government debt levels, dramatically changing demographics and astonishing stock market valuations – there’s a lot going on for investors. So which data points really matter when you consider your portfolio?
Talaria Co-CIO, Hugh Selby-Smith sat down with Gemma Dale for an episode of the Your Wealth podcast.  They discuss:
  • how government debt levels are growing, and whether they can be managed
  • why the geographic centre of economic growth is changing, quickly
  • how markets are pricing for absolute perfection, and
  • where to look for value when it seems like paying for growth in the only game in town.

Listen to the podcast below.


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