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Agenda

Agenda

Setting the Investment Agenda

Monthly Agenda June 2022 - Health Check – Global Equities

          Health Check – Global Equities One of the observations that we have made since March 2020 is the speed of this business cycle. What is typically a seven-year cycle has been compressed into a cycle that is more likely three or four years in duration. At the …
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IN CONVERSATION

IN CONVERSATION

Broadcast of periodic market insights

Perspectives: Episode 60 – Burrito please but hold the $US1.95 guacamole

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how US consumers are adapting to the higher inflation environment. Earnings season is about half way done and while earnings expectations have been cut, more is likely as the economy slows further. Which is why the rally …
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ASSET ALLOCATION

ASSET ALLOCATION

A quarterly summary of finances

Asset Allocation June 2022

Financial markets in the June quarter oscillated between concerns about inflation and growth. This resulted in elevated levels of volatility across all asset classes. Bond yields moved in a wide range, from a low of 2.8% to a high of 4.2%. The Australian dollar moved from a high of 75.8 US …
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Responsible Investing

Responsible
Investing

ESG Research and Insights

Escala’s ESG Annual Report

Escala Partners adopts a best-in-class approach to ESG with the launch of the Escala Annual ESG Report. 
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SMA Commentary

SMA Commentary

Profiling Separately Managed Accounts

Martin Currie - Equity Income SMA

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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Insights

Insights

Bespoke market insights from our CIO

Introducing Thematic Investing

Thematic investing is an investment approach that has been growing in popularity and acceptance over the last several years. The starting point for thematic investing is the identification of a macro trend, typically long term in nature. Once the theme is identified, active managers who invest in …
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