Feb 23, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on monetary and fiscal stimulus, the impact of tech disruption on investment markets, and the investment implications of net zero. In addition, Tracey provides an outlook for 2022 and highlights the key themes for our CIO team and what that...
Feb 16, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the current situation in Russia and recent market volatility. She discusses the ability of the US corporate and household sector to accommodate higher interest rates but also what may lie ahead as growth slows into 2024.
Feb 2, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on today’s speech by Reserve Bank Governor Phil Lowe and what it may mean for future interest rate policy. She also puts the current bout of financial market volatility into perspective and provides some implications of the current geopolitical...