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Agenda

Agenda

Setting the Investment Agenda

Monthly Agenda April 2022 - Alternatives

Real assets funds had a solid 2021, with firms closing on $116.5 billion across 88 funds. This represents an uptick over the total capital raised in 2020 and is in line with the five-year average. The relatively flat fundraising sum disguises the underlying trend toward infrastructure funds. Just …
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IN CONVERSATION

IN CONVERSATION

Broadcast of periodic market insights

Perspectives: Episode 56 – From inflation fears to growth fears and why we still need tech. Oh, and the Federal Election.

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how the focus for the market has shifted from inflation concerns to growth concerns. China’s covid-zero policy and resulting lockdowns are inflaming those fears. The tech sector still has a role to play in solving …
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ASSET ALLOCATION

ASSET ALLOCATION

A quarterly summary of finances

Asset Allocation March 2022

Equity investors don’t typically have to worry about the first rate hike. It is usually the end of the rate hike cycle that matters most. The concern is how late this rate hike cycle has started. Now there is urgency being expressed by central bank officialis in the US, to catch up. It is …
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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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