In a wide-ranging and deeply considered contribution at the Investment Leaders Forum in Byron Bay, Hugh Selby-Smith, co-chief investment officer at Talaria Asset Management, delivered a compelling challenge to conventional portfolio thinking.
A sound investment framework and coherent plan is always advisable, but it’s particularly important when markets are gyrating.
Lending specialist Daniel Zwirn spoke candidly about investor “credit myths”, and the misunderstandings that hold people back in the selection and movement of assets in portfolio construction.
The chair will take a hard line on DDO and crack down on scams, but his major concern is crypto misinformation. “My job is to be frank with the Australian people,” he said.
