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...
Sep 22, 2025
In this episode, Escala Partners Investment Analyst David Bruty talks to Crispin Murray, Head of Equities at Pendal. Crispin talks to some of the key themes from August's reporting season in Australian equities, the heightened volatility that surrounded results and how this is providing opportunities for active managers...
Sep 7, 2025
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, shares an important lesson when riding a motorcycle that can be applied to China’s FOMO driven equity rally.
(00:51) We had a client lunch in Newcastle this week. One of the topics of conversation was not surprisingly, AI. But the...