Aug 22, 2023
In this episode, Escala Partners CIO, Tracey McNaughton, talks about where the CIO team believe the biggest risk is currently for financial markets and why investors need to be more discerning in their asset allocations as a result.
(0:56) - We are going to begin this week, Tracey, with a question from one of our...
Aug 22, 2023
In this episode of The Fund Managers, Escala Partners Investment Analyst Stephen Dickinson talks to Jan Mühlemann from PG3. Jan discusses the royalties finance sector, the growth and opportunities in the royalties universe, and the benefits an allocation to the royalty finance sector can...
Aug 14, 2023
In this episode of The Fund Managers, Escala Investment Analyst David Bruty interviews Sam Twidale, Portfolio Manager of the DNR Capital Australian Emerging Companies Fund. Sam explains the importance of applying a consistent quality framework to small cap investing, how the fund’s concentrated and style-neutral...
Aug 8, 2023
In this episode, Escala Partners CIO, Tracey McNaughton, gives a wrap-up of the US earnings season; why Biden may just be the most “America First” President in over 30 years; and why the Reserve Bank of Australia is likely now done with rate hikes.
(0:49) - So Tracey, tell us, what mattered this past fortnight for...