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.

No reliance: This information contained in this file herein is factual and believed to be accurate as at the time of this document. This information is not, and is not intended to be, an offer or invitation for subscription or sale, or a recommendation, with respect to any financial product discussed herein, nor is it to form the basis of any contract or commitment. Such an offer would only be made by distribution of Private Placement memorandum to Professional investors relating to any such financial products offering, recipients of this document should therefore place no reliance on its contents when making any decision to invest. Any examples or information provided in this document are for illustrative and discussion purposes only and do not represent a recommendation or view on future events and in no way bind the issuer of the file. The file does not purport to be a complete statement or summary.​

Talaria Capital Global Fund Ltd (“Fund”) may only be offered pursuant to the Private Placement Memorandum (PPM). The Participating Shares in the Fund have not been registered with or approved by any regulatory authority (with the exception of filing of the PPM document with the Cayman Island Monetary Authority). Any representation to the contrary is unlawful. In no event shall the Fund, its Directors, Investment Manager be liable for any loss or damages howsoever arising whether in contract, tort, negligence, strict liability or any other basis, includin...

No reliance: This information contained in this file herein is factual and believed to be accurate as at the time of this document. This information is not, and is not intended to be, an offer or invitation for subscription or sale, or a recommendation, with respect to any financial product discussed herein, nor is it to form the basis of any contract or commitment. Such an offer would only be made by distribution of Private Placement memorandum to Professional investors relating to any such financial products offering, recipients of this document should therefore place no reliance on its contents when making any decision to invest. Any examples or information provided in this document are for illustrative and discussion purposes only and do not represent a recommendation or view on future events and in no way bind the issuer of the file. The file does not purport to be a complete statement or summary.​

Talaria Capital Global Fund Ltd (“Fund”) may only be offered pursuant to the Private Placement Memorandum (PPM). The Participating Shares in the Fund have not been registered with or approved by any regulatory authority (with the exception of filing of the PPM document with the Cayman Island Monetary Authority). Any representation to the contrary is unlawful. In no event shall the Fund, its Directors, Investment Manager be liable for any loss or damages howsoever arising whether in contract, tort, negligence, strict liability or any other basis, includin...