Aug 30, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on US Fed Chair Powell’s “whatever it takes” speech noting it left no doubt – the pain of being too tough on inflation is not as great as the pain that would come from being too soft. Market optimism for rate cuts in 2023 have taken a step...
Aug 22, 2022
In this episode of The Fund Managers, the Escala CIO Tracey McNaughton interviews Peter Rutter, Head of Equities and Portfolio Manager for the Royal London Concentrated Global Share Fund. This conversation explores the unique approach to investing taken by the Royal London team and why their approach is considered the...
Aug 16, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how clients should position for rising US-China tensions, where to spend your fund manager fee budget and has the inflation worm turned?
(0:45) - Geopolitical risk has risen in recent weeks with tension between the US and China over...
Aug 2, 2022
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how US consumers are adapting to the higher inflation environment. Earnings season is about half way done and while earnings expectations have been cut, more is likely as the economy slows further. Which is why the rally in markets last week...