Australian fund managers face a test of discipline as geopolitical conflict, stubborn inflation and market swings continue to unsettle investors.
Talaria CEO Jamie Mead believes periods of heightened uncertainty reveal the strength of an investment process, separating managers who remain disciplined from those who react to short-term market events. He observes,
“The key thing in an uncertain world is to be able reassure your investors and say, ‘let me give you conviction that how we invest your money is not going to change’.”
