Beyond The Noise

July 2025 Talaria Quarterly Investment Insights

This episode of Investment Insights explores the forces reshaping markets today, as the conditions that once fuelled ever-rising valuations — cheap funding and deep global integration — shift into reverse. With rising debt, economic nationalism and re-shoring altering the investment landscape, Talaria considers why factors like short duration, strong balance sheets, real assets and diversification are set to matter more in the period ahead. A clear look beyond daily headlines to what this changing regime could mean for investors now.

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