Perspectives: Episode 114 – And just like that

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses how this market correction differs to anything in the past; what the Escala fund managers are saying about it; and why the investment environment will be different when the fog finally lifts. (1:05) Tracey lets start with how you are viewing current events in markets? (3:19) You mentioned the similarities with covid in terms of uncertainty of what comes next. How do you compare the market reaction this time to previous sell offs? (5:47) You have just come off heat week where you talk to all of our managers, what are they saying? (8:32) How have fund managers adjusted their portfolio's? (10:46) How have you and the team adjusted portfolio's? (14:42) But you think the best way to approach this is through tactical asset allocation? (16:02) What about the currency? The Aussie dollar has fallen a long way. Should clients be hedged against the USD?