May 24, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how the focus for the market has shifted from inflation concerns to growth concerns. China’s covid-zero policy and resulting lockdowns are inflaming those fears. The tech sector still has a role to play in solving some of our biggest...
May 10, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on recent market volatility. She discusses how the markets’ focus has shifted from interest rates at the start of the year, to inflation following the invasion of Ukraine to now growth and why this is actually a positive development for the...
May 8, 2022
In this episode, Investment Analyst, David Bruty talks to Marcus Burns and Adam Lund from small caps manager Spheria Asset Management. Marcus and Adam discuss how Spheria invest and differentiate themselves from other small cap managers in the market, how they have managed the portfolio through the COVID crisis and...