'Perspectives' by Escala

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.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the upward trend in global covid cases, the likelihood of a market correction anytime soon and what the Federal Reserve would do if inflation wasn’t transitory.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the renewed upward trend in global covid cases, the increase in regulation risk in China and what it means for investors, and why August tends to be a poor month for US equity investors.

In this episode, Investment Analyst, Darragh Kennelly speaks to Adrian Redlich, Chief Executive Officer of Merricks Capital. Adrian outlines the investment case for an allocation to Australian agriculture through a diversified credit strategy. He also discusses the outlook for the industry and the recently launched Merricks Capital Agriculture Credit Fund.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the renewed upward trend in global covid cases, the growing evidence that economic growth has peaked, what it means to be an asset allocator in mid-cycle and the importance of regular portfolio health checks.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the latest virus outbreak in the UK, the impact on the economy of the Sydney lockdown, and the growing number of central banks that are choosing to move away from emergency policy mode.

Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.

Tracey will discuss our most up-to-date views on the virus, the impact on markets, the policy response and our current thinking from the CIO team in terms of opportunities the market dislocation presents for our clients.