Jun 27, 2023
In this episode, Escala Partners CIO, Tracey McNaughton, discusses the challenges facing the Bank of England as it attempts to deal with its first wage-price spiral since the 1970s. It’s the nightmare that haunts central bankers everywhere and is one reason why interest rates will remain higher for longer.
Jun 20, 2023
In this episode of The Fund Managers, Escala Partners CIO Tracey McNaughton interviews Brad Kinkelaar, Portfolio Manager of the Barrow Hanley Global Investors Share Fund. Their conversation explores Barrow Hanley’s unique approach to investing and their focus on capital preservation and deep value. We hope you enjoy...
Jun 14, 2023
In this episode, Escala Partners CIO, Tracey McNaughton, presents the case for why this rally in the US equity market could go further, at least in the near term. For disciplined investors, however, the advice from Charlie Munger should be heeded: “The big money is not in the buying and selling, but in the...