Agenda
Agenda
Setting the Investment Agenda
Agenda 2021 – Our Views in Brief
Global Growth
The world will go from synchronised crisis in 2020 to synchronised recovery in 2021. Sizeable fiscal and monetary stimulus globally will feed into consumer and business investment spending in developed markets and support export-led growth in emerging market economies.
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IN CONVERSATION
IN CONVERSATION
Broadcast of periodic market insights
Perspectives: Episode 46 – What is the market warning us about and will the US Federal Reserve heed its call?
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on what the bond market could be warning us about. She discusses the potential path ahead for US interest rate policy and how investors should be positioned as a result.
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ASSET ALLOCATION
ASSET ALLOCATION
A quarterly summary of finances
Asset Allocation September 2021
Equity markets do not like uncertainty which is why the statement from the US Federal Reserve in September provided some comfort around the start of the taper in bond purchases. That relief was short-lived, however. China Evergrande, the world’s most indebted real estate developer failed to …
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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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