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.