Desktop
iPad
Mobile

Chief
Investment Office

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.  …
Read More

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.
Read More

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 …
Read More

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. 
Read More

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).
Read More

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 …
Read More

LOGIN