'Perspectives' by Escala Partners

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explains how long-term investors are staying loose on the bars in response to the current oil shock. Plus, why mana...

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about today's tensions in the Middle East, why geopolitical volatility is often shorter than feared and what ...

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about the release of Escala's The Agenda publication, what a shifting global order means for investors and ho...

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about what could be Googles' DeepSeek moment – the launch of Gemini 3. If it is everything that ChatGPT isn't...

In this episode, Escala Investment Analyst, David Bruty talks to Doug Tynan, Chief Investment Officer of GCQ Funds Management. Doug discusses GCQ's investment philosophy and the team's focus on qualit...

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about gold and how it has become a hedge against distrust. When money becomes too political to believe in, in...

There are now more data centres being built in the US than office buildings. In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, looks at the political implications of...

In this episode, Escala Investment Analyst Holly Brenchley speaks with Roy Keenan, Co-Head of Fixed Income at Yarra Capital and Portfolio Manager of the Yarra Enhanced Income Fund, a core Australian c...

In this episode, Escala Partners Investment Analyst David Bruty talks to Crispin Murray, Head of Equities at Pendal. Crispin talks to some of the key themes from August's reporting season in Australia...

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, shares an important lesson when riding a motorcycle that can be applied to China's FOMO driven equity rally. (00:51...

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about the role private markets play in quietly innovating and why patient capital is so important. Public mar...

In this episode, Escala Chief Investment Officer, Tracey McNaughton, speaks with Lane MacDonald, Chief Investment Officer at SCS Financial a $40b US wealth manager and focus Financial Partner. Togethe...

In this episode, Escala Investment Analyst Stephen Dickinson talks to Greg Hyland (Head of Capital Markets, Asia Pacific) and Hugh MacDonald (Head of Capital Advisors, Asia Pacific) from CBRE. Greg an...

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, shares what she is telling clients about the current level of uncertainty particularly in relation to tariffs, taxe...

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about the importance of trust – between governments, institutions, clients and their advisers and of course t...

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, considers the question are we past peak US exceptionalism? If so, where are the alternative safe havens for investo...

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, presents from New York where she discusses her observations from being on the ground. Following meetings with portf...

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 abou...

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses the seismic shift in German defence spending, why Greek banks are looking attractive and why the team are...

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses what a multi-polar world might look like, NATO's fragile state and how the world trade map is being re-dr...

In this episode, Escala Partners Investment Analyst David Bruty talks to Justin O'Brien, Portfolio Manager of the Cooper Investors Brunswick Fund, an all-cap Australian equities fund. Justin discusses...

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, interviews Mark Middleton, CEO of Icon Group. Mark discusses his journey as a founder of one of Australia's larges...

Live on stage at our Agenda 2025 client event, Escala Partners CIO, Tracey McNaughton, is in discussion with Gerard Minack from Minack Advisers. Tracey and Gerard discuss prospects for Europe followin...

This week Escala Partners CIO, Tracey McNaughton, reflects on what has been a blistering start to the year. President Trump is setting records with the number of executive orders he creates; tariffs a...

In this episode, Escala Partners Investment Analyst Stephen Dickinson talks to Craig Balenzuela, Managing Director within Goldman Sachs Asset Management Alternatives and Private Markets Client Solutio...

In this episode, Investment Analyst Darragh Kennelly talks to James Tsinidis of Munro Partners to discuss the role of nuclear power in the energy transition and the growing demand for reliable baseloa...

This week Escala Partners CIO, Tracey McNaughton, reflects on playing the long game with Carol Geremia, President of MFS Investment Management. Passive investing has gone from 6 to 60% in the past 30 ...

This week Escala Partners CIO, Tracey McNaughton, discusses the implications of the US presidential election including the need for governments to open their wallets even more – 'spend baby spend'. (0...

This week Escala Partners CIO, Tracey McNaughton, discusses the upcoming US presidential election, why the polls are often wrong, the bi-partisan support for nuclear energy, and why the bond and equi...

In this episode, Escala Partners Investment Analyst Stephen Dickinson talks to Andrew Ballantyne, Head of Australasia Research for JLL. Andrew discusses how JLL is currently viewing the office sector,...

This week Escala Partners CIO, Tracey McNaughton, discusses how the US central bank overdelivered on interest rate cuts last week and why the Reserve Bank in Australia is under-delivering. (0:54) The ...

This week Escala Partners CIO, Tracey McNaughton, discusses the high price Australians are paying to the government for managing our economy and why we should probably be asking for a refund. (0:52) A...

Loose on the bars. That is what Escala Partners CIO, Tracey McNaughton, is telling clients as they navigate the recent bout of financial market volatility. And every revolution leaves past corporate c...

In this episode, Escala Partners CIO, Tracey McNaughton, looks at what is driving recent market volatility - an election correction; a tech-check; or just a Fed-ache. The countdown clock has begun - ...

In this episode of The Fund Managers, Escala Investment Analyst, David Bruty, interviews Chris Prunty, Portfolio Manager of the QVG Opportunities Fund. Chris discusses the fund's recent participation ...

In this episode, Escala Partners CIO, Tracey McNaughton, talks about the payoff with artificial intelligence and whether the dizzying amounts being spent on semiconductors and infrastructure will be w...

In this episode, Investment Analyst Darragh Kennelly, talks to Jess Cairns of Alphinity Investment Management and Qinghua Lu of CSIRO to discuss their recently released research report on the implicat...

In this episode, Escala Partners CIO, Tracey McNaughton, and Escala Adviser Ed Brooke reflect back on the past 100 episodes since the Perspectives podcast began during covid in 2020. The past four yea...

In this episode, Escala Partners CIO, Tracey McNaughton, talks about what she sees as the three main takeaways from the recent string of elections around the world. She and Ed talk about what Le Penn ...

In this episode, Escala Partners CIO, Tracey McNaughton, talks about the connection between community, political stability, and the size of government. We are now in an age of big government. This has...

In this episode, Escala Partners CIO, Tracey McNaughton, talks about AI and its energy demand; Biden's tariff hike on China; and why we should be a little sceptical of the this weeks' Federal Budget. ...

In this episode, Escala Partners CIO, Tracey McNaughton, talks about riding the cycle – physically and metaphorically. In a world where there are so many distractions vying for investors' attention, h...

In this episode, Investment Analyst Darragh Kennelly, talks to Nick Edgerton of Stewart Investors to discuss a key engagement initiative Stewart Investors have worked on since 2020 when they identifie...

Live on stage at our Agenda 2024 client event, Escala Partners CIO, Tracey McNaughton, is in discussion with Gerard Minack from Minack Advisers. Tracey and Gerard discuss interest rates, company earni...

In this episode, Escala Partners CIO, Tracey McNaughton, talks about why our investment conviction level is the highest it has been since 2021 and how this has transformed into an overweight position ...

In this episode, Escala Partners CIO, Tracey McNaughton, celebrates IWD with a conversation with Lorna Kapusta, Fidelity's Head of Women & Engagement. How can wealth managers help women achieve their ...

In this episode, Escala Partners CIO, Tracey McNaughton, makes the comparison to the 1990s tech boom and notes by comparison, the market is not that extended right now. AI is going deeper into the eco...

In this episode, Escala Partners CIO, Tracey McNaughton, discusses the results coming out of the US earnings reporting season and why Facebook and Microsoft are in and Tesla and Apple are out of favou...

In this episode, Escala Partners CIO, Tracey McNaughton, discusses how events of 2023 give context to what is likely for 2024. And, how should investors respond to the heightened geopolitical risks th...

In this episode, Investment Analyst, Darragh Kennelly, talks to Mike Harut and James Tsinidis of Munro Partners to discuss the main takeaways from the recent climate change conference in Dubai. They a...