Dec 14, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, looks back on 2022 at the main events that will have a lasting impact on financial markets. She highlights a number of signposts to watch out for in 2023 and cautions against stepping into Chinese equities even after the latest easing of covid restrictions as...
Nov 16, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the latest inflation report out of the US and what it may mean for international equity investors. International equity investors have long benefited by being currency unhedged. Is it time to make a change on the hedging front?
(0:44) - News...
Nov 2, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how central banks are thinking about financial stability as an additional factor in their reaction function. Policymakers may be willing to sacrifice the economy to tame inflation, but are likely less willing to sacrifice financial stability....
Oct 18, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how this has been one of the strangest, most difficult-to-predict economic cycles that we have ever been in. She recommends investors remain cautious for now despite new opportunities already presenting themselves. The rapid retreat of lower...
Oct 5, 2022
In this episode of The Fund Managers, Escala Investment Analyst David Bruty talks to Patrick Teodorowski, Portfolio Manager of the Pendal Microcap Opportunities Fund. Patrick explains why investors should include an allocation to Australian microcap equities, why Pendal like to invest in founder-led businesses and the...