Talaria Asset Management - Investment Insights
A quarterly podcast bringing together the latest research from Talaria's investment team, exploring macroeconomic trends, market developments and investment ideas.
Important Information
This material is provided by Talaria Asset Management Pty Ltd (Talaria) ACN 130 534 342 AFSL: 333732 and is for general information purposes only. All figures quoted and other information has been sourced internally by Talaria, and no representations are made that the information is complete or accurate. Nothing in this presentation considers your objectives, financial situation or needs. If you are considering investing, you should see a financial adviser and obtain the necessary Product Disclosure Statement (PDS) and Target Market Determination (TMD), before investing.
Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Talaria Global Equity Fund Complex ETF. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available here
Talaria Asset Management - Investment Insights
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September 2025 Talaria Quarterly Investment Insights
This episode of Investment Insights looks at how enabled by debt and deficits, governments are increasingly intervening in economies and markets. At the same time there is considerable appetite for risk, speculation and illiquidity. For those interested in diversification, this environment has created opportunities.
Important Information
This material is provided by Talaria Asset Management Pty Ltd (Talaria) ACN 130 534 342 AFSL: 333732 and is for general information purposes only. All figures quoted and other information has been sourced internally by Talaria, and no representations are made that the information is complete or accurate. Nothing in this presentation considers your objectives, financial situation or needs. If you are considering investing, you should see a financial adviser and obtain the necessary Product Disclosure Statement (PDS) and Target Market Determination (TMD), before investing.
Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Talaria Global Equity Fund Complex ETF. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available here