Nov 30, 2023
In this episode of The Fund Managers, CIO Investment Analyst, Darragh Kennelly, speaks to Seyonne Kang to learn more about Stepstone’s Venture Capital platform and discuss the current landscape in VC markets and specifically look at secondary market opportunities...
Nov 29, 2023
In this episode, Escala Partners CIO, Tracey McNaughton, discusses some of the investment themes that will drive markets in 2024 including whether the Magnificent 7 can continue to be magnificent.
(0:52) The holiday and Santa Rally season is upon us, it seems. The stock market is once again priced for perfection. What...
Nov 14, 2023
In this episode, Escala Partners CIO, Tracey McNaughton, discusses the implications of investing in a world where governments and their debt burdens are getting bigger at the same time as consumer waistbands are getting smaller.
(0:50) Interest rate cut expectations are being priced back into the market for 2024 again....