In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on financial repression, how it is affecting the bond market and the implications for investor portfolios.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on what could be a gamechanger for COVID-19 in low income countries. She discusses the fight back by central banks seeking to regain control of the rate cycle messaging as well as the importance of small business in China.

In this episode, Escala Partners CIO team members Darragh Kennelly and Stephen Dickinson share their views on the upcoming UN Climate Change Conference, updated policy maker commitments and what new innovations we are seeing in climate related solutions. 

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the apparent battle between bond investors and central bankers. Bond markets from Australia to the US to the UK are pushing bond yields significantly higher, sending the signal to central bankers to get on with the rate hiking cycle. Which central bank will blink first?

In this episode, Investment Analyst David Bruty talks to Leo Barry, a portfolio manager of the Fairview Emerging Companies Fund. Leo discusses how he ended up in the funds management industry following his successful AFL career, why investors should include an allocation to small caps in their portfolio and how Fairview differentiates itself from other small cap managers in the Australian market. Leo also expands on the outlook for small companies and how the fund is positioned in the current environment.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the risk of rising prices and its effect on economic growth, the permanency of inflation and how portfolio’s should be positioned. She also discusses the latest employment report out of the US where labour supply shortages appear to be most concentrated in the leisure and hospitality sector.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on China Evergrande, its implications for Australia and whether it represents China’s Lehman moment. She also discusses the latest decision from the US Federal Reserve to begin tapering bond purchases in November and what the US debt ceiling is and why it is in the news

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the fastest bull market in history and what it will take to stop it; how the investment thesis for China has changed; and how the US Federal Reserve might respond to the spike in new Delta covid cases.

In this episode of The Fund Managers, the Escala CIO Tracey McNaughton interviews Chip Ridley, Managing Director of Artisan Partners and the business leader for the firm’s Growth team. This conversation explores the similarities between great gardeners and great investors, how technology and the rise of sustainability is turning traditionally defensive sectors such as utilities and healthcare into growth sectors and why the next rate hike cycle in the US may be further out than you think. We hope you enjoy the discussion.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the ongoing regulatory issues facing investors in China, the likely path ahead for the next few years for the US Federal Reserve and what impact this may have on different sectors of the market.