Dec 21, 2021
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on what kind of a rate hike cycle we should expect out of the US next year and how the operation of monetary policy in the US has changed post-GFC. With few tools left to address the alternative, the Fed will be keen to keep the cycle going –...
Dec 7, 2021
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on what the bond market could be warning us about. She discusses the potential path ahead for US interest rate policy and how investors should be positioned as a result.
Nov 24, 2021
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.
Nov 10, 2021
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.
Nov 3, 2021
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.