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Agenda

Agenda

Setting the Investment Agenda

Monthly Agenda March 2020 – Long Live Schumpeter

There is a lot of negative news, views and opinions in financial markets right now. This negativity is rightly occurring on a number of fronts – disrupted supply chains that cannot be fixed necessarily by fiscal or monetary policy; the coronavirus not being as contained as previously thought; …
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Insights

Insights

Bespoke market insights from our CIO

Australian Equity Insights - December 2019

Australian equities have lagged the recent rebound in global markets over the last quarter, although returns have still been positive. As we have noted, a key driver has been weak earnings, which was confirmed through August’s full year reporting season along with the recent results from the …
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IN CONVERSATION

IN CONVERSATION

Broadcast of periodic market insights

Escala Partners Podcast Series – The Fund Managers

What are the macroeconomic and market implications of the coronavirus crisis? Hear from our Chief Investment Officer, Tracey McNaughton, as she interviews one of our global equities managers, Rob Almeida from MFS.
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ASSET ALLOCATION

ASSET ALLOCATION

A quarterly summary of finances

Asset Allocation October 2019

In this quarterly report we have reviewed aspects in financial markets that are, in our opinion, unique to the cycle and those that are the same as historical patterns. • Economic growth is expected to remain sluggish for the time being but we are of the view a widespread recession is …
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FUND MANAGER PROFILE

Fund Profiles

Profiling the best of fund management

Aberdeen Emerging Opportunities Fund

Aberdeen Asset Management was founded in 1983 and is headquartered in London. The company is listed on the London Stock Exchange.
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SMA Profiles

SMA Profiles

Profiling Separately Managed Accounts

Martin Currie - Income Model Portfolio

Martin Currie aim to provide an annual franked income of more than 25% in excess of the S&P/ASX 200 Index yield before fees and after taxes. The Trust also aims to provide long term growth in its income stream in excess of the rate of inflation (as measured by the Consumer Price Index).
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