Are investors sleepwalking into concentration risk?

August 2025

The rise of passive investing and index-aligned strategies may have eroded genuine diversification in many portfolios, and as investors chase yield in illiquid private markets or overexposed equity indices, risks such as correlation, liquidity constraints, and unreliable income are becoming more pronounced, especially for retirees.

In this article for Adviser Voice, Talaria CEO Jamie Mead outlines why Talaria’s approach, underpinned by process discipline and a 20-year track record, continues to deliver lower market risk, smoother returns, and a differentiated income stream. With full liquidity and transparency, the strategy offers a compelling public market alternative at a time when many are drifting away from them.

Read the full article in Adviser Voice

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