Jun 24, 2022
In the final instalment from an Escala Partners live ESG event, we get the insights from the panel on modern slavery and human rights issues and also hear the panellists responses to our audiences questions.
Jun 21, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, explains the course correction by central banks around the world in responding to sticky inflation. Wages are coming under pressure as consumers raise their inflation expectations. Central bank credibility is on the line, the loss of which could be even...
Jun 17, 2022
In the second instalment from an Escala Partners live ESG event, we get the insights from the panel on the engagement vs divestment debate and hear some examples of recent engagement initiatives each fund has undertaken.
Jun 10, 2022
In the first of a three-part series of recordings from an Escala Partners live ESG event, we get the perspectives of three experts from the asset management industry on what material ESG risk factors they look for in stock selection and also get their views on recent climate change progress.
Jun 8, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, discusses the balancing act taking place in the market between price, earnings and valuation. Slower economic growth means slower earnings growth and slower earnings growth will be punished by the market as we saw with US retailer Target. The latest rate hike...