Oct 26, 2021
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the apparent battle between bond investors and central bankers. Bond markets from Australia to the US to the UK are pushing bond yields significantly higher, sending the signal to central bankers to get on with the rate hiking cycle. Which...
Oct 25, 2021
In this episode, Investment Analyst David Bruty talks to Leo Barry, a portfolio manager of the Fairview Emerging Companies Fund. Leo discusses how he ended up in the funds management industry following his successful AFL career, why investors should include an allocation to small caps in their portfolio and how...
Oct 12, 2021
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...