Nov 27, 2025
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about what could be Googles’ DeepSeek moment – the launch of Gemini 3. If it is everything that ChatGPT isn’t, what does this do to the promises made by OpenAI?
(1:03) Let’s start this week with what I’m calling the...
Nov 17, 2025
In this episode, Escala Investment Analyst, David Bruty talks to Doug Tynan, Chief Investment Officer of GCQ Funds Management. Doug discusses GCQ’s investment philosophy and the team’s focus on quality industries and companies, how trade policy and the artificial intelligence theme is expressed in their current...
Oct 22, 2025
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about gold and how it has become a hedge against distrust. When money becomes too political to believe in, investors turn to what can’t be printed.
(1:35) Let’s start with AI. OpenAI’s been in the headlines almost weekly -...
Oct 3, 2025
There are now more data centres being built in the US than office buildings. In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, looks at the political implications of data centre demand for energy.
(00:56) That’s the first move in nine months but it was widely anticipated. It...
Sep 29, 2025
In this episode, Escala Investment Analyst Holly Brenchley speaks with Roy Keenan, Co-Head of Fixed Income at Yarra Capital and Portfolio Manager of the Yarra Enhanced Income Fund, a core Australian credit strategy. Roy discusses the investment philosophy that underpins Yarra’s approach, including its rigorous...