Opportunity Knocks

A New Era of Investing

Enabled by debt and deficits, governments are increasingly intervening in economies and markets. At the same time, there is considerable appetite for risk, speculation and illiquidity. For those interested in diversification, this environment has created opportunities.

Join Talaria Co-CIO Hugh Selby-Smith as he unpacks these market dynamics and explores how the world is shifting from an era of globalisation to one defined by deglobalisation and the fight for capital. Hugh discusses the implications of elevated debt, changing capital flows and the emergence of a multipolar world, and outlines a playbook for a new era of investing focused on stronger balance sheets, shorter duration and greater certainty of returns.

Watch the full recording below to hear how Talaria identifies opportunities others may overlook.