Where to Find High Quality Global Companies Today? | Co CIO Hugh Selby-Smith from Talaria Capital shares his market insights.
In this episode Candice and Felicity explore with the Co CIO Hugh Selby-Smith from Talaria Capital the current state of the global economy, and unpack where he and his team are finding high quality global companies to invest in.
Of course in this conversation you will hear some investable ideas, perhaps a global company you've never heard of like Candice and get the insights as to why Hugh is holding roughly 20% cash in the Fund right now.
Some interesting facts to get a sneak peek into this episode:
- Since World War II, the Fed has tightened interest rates thirteen times. A recession followed ten of these times.
- Since 1880 the S&P500 has had 3 decades (1910s, 1930s, 2000s) where there has been no capital growth - whereas income is always a component of total return.
If you would like to learn more about Talaria and their Global Equities Fund, head to their website:
Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.
Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.
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