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'Perspectives' by Escala


Aug 16, 2022

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how clients should position for rising US-China tensions, where to spend your fund manager fee budget and has the inflation worm turned?

 

(0:45) - Geopolitical risk has risen in recent weeks with tension between the US and China over Taiwan.

(4:00) - On the topic of market timing, you recently completed a study of active funds management and arrived at some interesting results.

(7:06) - Your research also revealed the extent of the payoff for getting it right.

(7:37) - Why do large cap funds struggle to beat their benchmark. And I take this result holds through time?

(9:33) - Is this result around small caps what is driving you to look at that part of the market right now?

(12:36) - Just on the USD, it had a big reaction to last week’s lower-than-expected inflation report.