'Perspectives' by Escala

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how the focus for the market has shifted from inflation concerns to growth concerns. China's covid-zero policy and resulting lockdowns are inflaming those fears. The tech sector still has a role to play in solving some of our biggest challenges and the Federal Election, a game-changer for political sentiment but not a market mover.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on recent market volatility. She discusses how the markets' focus has shifted from interest rates at the start of the year, to inflation following the invasion of Ukraine to now growth and why this is actually a positive development for the market. She also discusses why the copper-to-gold price ratio is worth watching closely.

In this episode, Investment Analyst, David Bruty talks to Marcus Burns and Adam Lund from small caps manager Spheria Asset Management. Marcus and Adam discuss how Spheria invest and differentiate themselves from other small cap managers in the market, how they have managed the portfolio through the COVID crisis and recovery, and how they are placed as we begin a period of monetary policy tightening.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the key themes for investors over the March quarter including the dramatic pivot by the US Federal Reserve. While the bond market is priced for dramatically higher interest rates, equities are painting a more sanguine outlook. That means downside risk remains in the near term for equities if the Fed aggressiveness on interest rates is to be taken at face value. Meanwhile, Australia's "rocks and crops" economy is acting as a safe harbour.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on why we should be cautious on equities when retail investors are in the drivers seat. Hot money retail investors are driving this market more than considered institutional investors. She also touches on the issue on government debt and how that issue was made worse for Australia with last night's budget.

Escala's Investment Analyst, Darragh Kennelly, sits down with Adrian Redlich, CIO of Merricks Capital, to discuss the case for an investment in private credit markets. They will discuss the importance of sector diversification and a look at some of the key themes Merricks Capital are focused on.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how financial markets are responding to the conflict in Ukraine and what it means for Europe as it plans to reduce its energy dependency on Russia. She discusses the impact on inflation and the growing number of countries offering household assistance packages.

In this episode, Escala Partners CIO team members Darragh Kennelly and Stephen Dickinson share their views on the impacts of Russia’s invasion of Ukraine for ESG investors in both the short and long term. They discuss the recently published Annual ESG Report and what is instore for ESG investing in 2022.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on monetary and fiscal stimulus, the impact of tech disruption on investment markets, and the investment implications of net zero. In addition, Tracey provides an outlook for 2022 and highlights the key themes for our CIO team and what that means for asset allocation and portfolio construction.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the current situation in Russia and recent market volatility. She discusses the ability of the US corporate and household sector to accommodate higher interest rates but also what may lie ahead as growth slows into 2024.