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'Perspectives' by Escala

Aug 25, 2026

Perspectives 134 – Ride to the Conditions

 

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, looks at the changing conditions facing investors, from persistent inflation and a stronger Australian dollar to rising government debt and the return of fiscal discipline.

 

(0:44) Tracey,...


Aug 3, 2026

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses just how large the AI capital expenditure budgets have become, where the money is coming from, and which parts of the AI supply chain are most at risk of overinvestment.

(0:51) It feels as though every major technology company...