May 25, 2023
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on why Japanese equities are so unique and why they are fast becoming so loved. Fund managers remain conservatively positioned except for AI-related technology stocks and the US Government is getting as close as it possibly can to running out...
May 14, 2023
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the unhealthy state of the US equity market and why this should be of concern for investors. Reflecting this, institutional investors are currently the most risk averse since 2009 preferring to allocate to money market funds and bonds. Adding...
May 1, 2023
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the global housing supply shortage, its impact on the rental market and inflation and why the US housing market is so weirdly different to that in Australia or the UK. She also provides an update on the current earnings season in the US and why...