‘Perspectives' is a bi-weekly investment podcast brought to you by Escala Partners. In a world cluttered with information, ‘Perspectives’ cuts through the noise to bring you insights and commentary on global financial markets, economics and geopolitical news and events. Hear our most up-to-date views straight from the Escala Investment Committee meeting room and learn how the CIO team incorporate macroeconomic views, central bank thinking and government policy into actionable investment ideas for our clients.
As an economist and seasoned practitioner with both domestic and international investment experience, Escala Partners CIO, Tracey McNaughton, shares her views and observations to help you make sense of today’s investment landscape. Join Tracey, and others at Escala, as they discuss the big issues affecting your investment portfolio and interview industry-leading voices in wealth management. For more information visit: escalapartners.com.au
Perspectives: Episode 42 – Inflation, reflation or stagflation?
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.
Perspectives: Episode 41 – Will Evergrande be China’s Lehman Bros?
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
Perspectives: Episode 40 – The fastest bull market in history
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.
Perspectives: Fund manager podcast with Chip Ridley from Artisan Partners
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.
Perspectives: Episode 39 – The Great Taper Caper
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.
Perspectives: Episode 38 – Will there be a correction?
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.