Jul 22, 2021
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...
Jul 20, 2021
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.
Jul 7, 2021
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.