Apr 17, 2025
In this episode of Perspectives,
Escala Chief Investment Officer, Tracey McNaughton, discusses how
this market correction differs to anything in the past; what the
Escala fund managers are saying about it; and why the investment
environment will be different when the fog finally
lifts.
(1:05) Tracey lets start with how...
Apr 3, 2025
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses the seismic shift in German defence spending, why Greek banks are looking attractive and why the team are no longer happy to be overweight US equities.
(1:10) Tracey for decades, Germany has been the poster child of fiscal...
Apr 3, 2025
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses the seismic shift in German defence spending, why Greek banks are looking attractive and why the team are no longer happy to be overweight US equities.
(1:10) Tracey for decades, Germany has been the poster child of fiscal...