Talaria

A US focus with quarterly earnings season, the election home straight, some housing and small business data, a reinsurance stock and more was covered in this weeks chat with Talaria Co-CIO Chad Padowitz and ausbiz anchor Andrew Geoghegan. Link below and free to sign up: https://lnkd.in/giTfTWm6 #globalequities #certainty #diversification #monetarypolicy #earningsseason

Can you turn $10K into $102K in two decades? According to proponents of GARP—Growth at a Reasonable Price—it’s possible. Popularised by Peter Lynch, GARP is an investment strategy that seeks to identify companies with strong growth potential that aren't overvalued. The Australian Financial Review reporter Lucy Dean explores GARP’s resurgence amidst high valuations in a recent article. Our Co-CIO, Hugh Selby-Smith, weighs in on the strategy’s drawbacks, noting that it can limit exposure to the full benefits of pure growth or value strategies. Instead, he suggests a diversified approach to build resilience across market conditions. Read the full article here for more: https://lnkd.in/gS2y7rYR #Talaria #Certainty #Diversify #GARP

🔍 Decorrelation, Diversification, Differentiation – Building Resilient Portfolios in the Listed Market Join Chad Padowitz, Co-Chief Investment Officer at Talaria, at the Cboe Adviser Forum 2024 in Brisbane, where he’ll explore how combining strategies can create well-diversified portfolios that withstand various market conditions. Chad will also discuss a unique investment approach aimed at delivering differentiated returns for investors. Register for the Cboe Adviser Forum: https://lnkd.in/g5NeTKf9

Odds and probabilities Talaria’s Co-CIO, Chad Padowitz shared his thoughts this week at the H&B NSW Wealth Symposium, discussing where we are in the economic cycle and the odds and probabilities re taking on portfolio risk today. Find out more in our September Quarterly Insights https://lnkd.in/gNHZwkUy Adele Brown Lucy Hannemann #globalequities #certainty #valuation #marketcycles

Latin America's largest brewer   In our latest stock in focus for Money Magazine Australia, Talaria Co-CIO Chad Padowitz makes the case for the leading brewer in Latin America with brands such as Budweiser, Corona, Brahma and Beck's.   Read the full report in via the link below.   https://lnkd.in/gZ93jb8U #globalequities #value #holdings #income #certainty

Assassination attempts, rising tension in the Middle East, the rebounds that followed the pain of the yen carry trade and fears of deflation in China. The world, and markets, had a turbulent 3rd quarter but showed considerable resilience with most regional indices nearing all-time highs despite rising volatility. Markets were lifted by the Fed’s first rate cut this cycle and fiscal stimulus in China, while market leadership shifted from big tech to small caps. But there remains considerable uncertainty. Read more in our Market Commentary: https://lnkd.in/g_KUrtUP

Applications for our "Taste of Finance" student development workshop will close this Sunday. For students from all academic backgrounds, this 1 day workshop is a chance to connect with people who work in the finance industry, hear from guest speakers, and learn if a career in finance could be right for you. Applications close soon, so if you don't want to miss this opportunity, apply now: https://lnkd.in/g9NNrnJ6 Thank you to Emma Habibovic for this photo of our most recent workshop. #Talaria #Certainty #TasteofFinance #StudentDevelopment

Market cycles, equity valuations, sticky consumer inflation and a new European stock in the latest interview with Talaria Co-CIO Chad Padowitz and ausbiz's Andrew Geoghegan. https://lnkd.in/gtasJ44e #certainty #valuation #alternative

Not everything about money has to be hard. Lucy Dean at The Australian Financial Review recently asked experts for their top tips on how to be better at saving, budgeting and investing. Talaria CO-CIO Chad Padowitz contributed his thoughts, including what to do about lifestyle creep. Find all the tips here: https://lnkd.in/g6Mju29T #Talaria #AFR #Saving #Investing #Outcomes

Applications for our Taste of Finance student workshop are open only until October 13th. Tailored for students from all academic backgrounds (not just business and finance) it’s a one-day immersive workshop designed to provide a comprehensive, yet approachable introduction to finance. Whether you’re studying the arts, sciences, mathematics, engineering, or humanities, you can join this workshop to explore whether a future career in finance could be right for you. Apply now and start your career journey: https://bit.ly/3TD62bC #Talaria #TasteOfFinance #Career #StudentDevelopment