Talaria

US Employment, housing, savings and tech giant NVIDIA were some of the many topics covered in Talaria Co-CIO Chad Padowitz's interview this week with ausbiz host Juliette Saly. https://lnkd.in/gRjKTUWA #markets #volatility #certainty #macro #sodexo

This time it's different. Or is it? Despite recent market shocks and weakening economic data, many are still betting on a soft landing. Talaria’s Co-CIO, Hugh Selby-Smith, shared his thoughts yesterday at the H&B WA Wealth Symposium, discussing where we are in the economic cycle and the odds on taking portfolio risk today. You can catch up on our latest on markets and earn CPD points by reading our June Quarterly Insights, and sign up to our mailing list in the page footer to receive our upcoming quarterly market report: https://lnkd.in/gp5ZQrjS Adele Brown Lucy Hannemann #Talaria #Income #Certainty #Macro

Great to see Talaria Co-CIO Chad Padowitz take the stage and talk uncorrelated returns and our unique approach to global equity investing at the Entireti Ignite Conference last week. We'll be attending the Activam Group Conference in VIC and The H&B Wealth Symposium in WA this week. We hope to see you there! #Talaria #Certainty #UncorrelatedReturns #Entireti #UniqueOutcomes #Income

They say time in the market beats timing the market. But as our co-CIO Chad Padowitz warns, that doesn't apply to retirees no longer earning a wage. Sharp market downturns can play havoc with those in retirement who must draw down on their savings regularly rather than wait for their investment portfolios to recover. Read the full article to learn more, including strategies that can reduce the impact of volatility on investments: https://lnkd.in/gw_GY9xp #Talaria #Certainty #Income #RetirementSavings #SMSF #TheGoldenTimes

The Talaria Student Development Program is currently looking for applications for our 2024 Summer intake, running November 18 to December 6. To find out more about the program, you can hear from our most recent grads, Mikaela and Kelly, about their experience in the video below. Apply for our next intake here: https://lnkd.in/gmx2d-y8 #Talaria #Certainty #StudentDevelopment Kelly Truong

We're so pleased to have been nominated as a finalist for Global Equity Manager of the Year in the Activam Group 2024 Impact Awards. Have your say and vote here: https://lnkd.in/gPHGW7xD #2024ImpactAwards #WealthManagement #FundsManagement #Certainty #GlobalEquities #ActivamGroup

✨ A big thank you to everyone who joined us at the Talaria Workshop! ✨ The workshop offered an in-depth exploration of financial analysis, expertly led by our guest speaker, Jonathon Razos, CFA, CA from Talaria. Participants delved into the process of assessing earnings quality and uncovering crucial strategies in corporate finance. They gained valuable insights into financial reporting, learning to identify potential red flags—essential skills for aspiring finance professionals. Beyond knowledge acquisition, the workshop fostered a strong sense of community. Attendees forged meaningful connections, exchanging ideas that enriched their learning experience. The collaborative environment highlighted the importance of teamwork and peer learning, crucial for professional growth in the finance industry. We look forward to more enriching opportunities in the future. Thank you to Jon Razos and everyone who made this event a success! #MSMF #MonashStudentManagedFund #TalariaWorkshop #RedFlagsInFinance

Talaria Co-CIO Chad Padowitz recently shared his thoughts with The Australian Financial Review on key factors behind US stock growth, citing low starting valuations and favourable economic conditions over 30 years. However, he cautions that the outlook may not stay rosy. Read the full article here: https://lnkd.in/gqPYNEfV #Talaria #Income #Certainty #Markets #Macro #Equities

Diageo, one of the world's largest alcohol companies, has warned that consumers are facing an "extraordinary environment" as it reported its first drop in sales since 2020. This sentiment is echoed by markets, where cooling US inflation and softening economic data may suggest a broad-based slowdown. Read our latest monthly commentary to see which stocks have bolstered our fund's performance in this environment. https://lnkd.in/g2MBaSyi #Talaria #Certainty #Inflation #CPI #Markets #Income #Macro

We're now accepting applications for our "Taste of Finance" student workshop! Join us for a one-day immersive experience designed to introduce you to the dynamic world of finance. Apply here: https://lnkd.in/g9NNrnJ6 Whether you're just curious or planning a career in finance, this workshop is the perfect opportunity to gain valuable insights and guide your academic and professional journey. Don't miss out on this unique opportunity—apply today! #Talaria #FinanceWorkshop #StudentOpportunity #CareerDevelopment