Global markets are shifting away from decades of deep global integration and into a new monetary regime marked by higher debt, greater government intervention and more constrained capital flows. At the same time, headline equity markets, particularly in the US, appear stretched, and elevated earnings and concentration risk may be masking underlying vulnerabilities.
In this webinar, Talaria co-CIO Hugh Selby-Smith and Head of Distribution Lance Oliver unpack these dynamics and highlight where opportunities remain, along with Talaria’s playbook for investing under this new market regime.
Watch the full recording below to hear how Talaria identifies opportunities others may overlook.
Disclaimer: Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Talaria Funds. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available at www.talariacapital.com.au on the respective Fund pages under “Reports & Disclosure Documents”
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