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'Perspectives' by Escala

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...


Perspectives: Episode 113 – "Liberation Day"

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...