IN CONVERSATION
24.06.2022
Perspectives on Zero: Episode 5 – ESG Live Event - Part 3
In the final instalment from an Escala Partners live ESG event, we get the insights from the panel on modern slavery and human rights issues and also …
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IN CONVERSATION
21.06.2022
Perspectives: Episode 58 – Central bank course correction but at what cost?
In this episode, Escala Partners CIO, Tracey McNaughton, explains the course correction by central banks around the world in responding to sticky …
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IN CONVERSATION
17.06.2022
Perspectives on Zero: Episode 4 – ESG Live Event - Part 2
In the second instalment from an Escala Partners live ESG event, we get the insights from the panel on the engagement vs divestment debate and hear …
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IN CONVERSATION
10.06.2022
Perspectives on Zero: Episode 3 – ESG Live Event - Part 1
In the first of a three-part series of recordings from an Escala Partners live ESG event, we get the perspectives of three experts from the asset …
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IN CONVERSATION
08.06.2022
Perspectives: Episode 57 – Crime and punishment – the crime of missing earnings expectations is met with harsh punishment by the market.
In this episode, Escala Partners CIO, Tracey McNaughton, discusses the balancing act taking place in the market between price, earnings and valuation.…
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IN CONVERSATION
24.05.2022
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 …
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IN CONVERSATION
10.05.2022
Perspectives: Episode 55 – Wait, are bonds beginning to look attractive? What does this mean for equities?
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on recent market volatility. She discusses how the markets’ focus has …
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IN CONVERSATION
09.05.2022
Perspectives: Fund Manager Interview with Marcus Burns and Adam Lund from Spheria Asset Management
In this episode, Investment Analyst, David Bruty talks to Marcus Burns and Adam Lund from small caps manager Spheria Asset Management. Marcus and …
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IN CONVERSATION
12.04.2022
Perspectives: Episode 54 – Has the equity market priced in higher interest rates?
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the key themes for investors over the March quarter including the …
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IN CONVERSATION
30.03.2022
Perspectives: Episode 53 – How to invest in a world of extremes and just how big is Australia’s public debt?
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on why we should be cautious on equities when retail investors are in the …
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IN CONVERSATION
28.03.2022
Perspectives: Fund Manager Interview with Adrian Redlich from Merricks Capital
Escala’s Investment Analyst, Darragh Kennelly sits down with Adrian Redlich, CIO of Merricks Capital, to consider the case for investment in …
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IN CONVERSATION
15.03.2022
Perspectives: Episode 52 – Energy assistance packages in 70 countries
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how financial markets are responding to the conflict in Ukraine and what …
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IN CONVERSATION
14.03.2022
Perspectives on Zero: Episode 2 – Impact of the war on ESG investing and a look at our Annual ESG Report
In this episode, Escala Partners CIO team members Darragh Kennelly and Stephen Dickinson share their views on the impacts of Russia’s invasion …
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IN CONVERSATION
23.02.2022
Agenda 2022
We are pleased to share with you a video and podcast of the content covered in our annual investment publication ‘Agenda 2022’. Our …
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IN CONVERSATION
16.02.2022
Perspectives: Episode 50 – Russia, the US Federal Reserve, and will we see President Trump in 2024
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the current situation in Russia and recent market volatility. She …
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IN CONVERSATION
02.02.2022
Perspectives: Episode 49 – Should we be worried by the current bout of volatility?
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on today’s speech by Reserve Bank Governor Phil Lowe and what it may …
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IN CONVERSATION
18.01.2022
Perspectives: Episode 48 – The outlook for 2022
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the outlook for equities, bonds and alternatives for 2022 and discusses …
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IN CONVERSATION
21.12.2021
Perspectives: Episode 47 – The big questions for 2022
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on what kind of a rate hike cycle we should expect out of the US next year …
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IN CONVERSATION
07.12.2021
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 …
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IN CONVERSATION
24.11.2021
Perspectives: Episode 45 – Is financial repression killing off the government bond market?
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on financial repression, how it is affecting the bond market and the …
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IN CONVERSATION
10.11.2021
Perspectives: Episode 44 – The gamechanger for COVID-19; central banks fight back; and the importance of small business in China
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on what could be a gamechanger for COVID-19 in low income countries. She …
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IN CONVERSATION
04.11.2021
Perspectives on Zero: Episode 1 - COP26 expectations, policy and corporate commitments and innovation
In this episode, Escala Partners CIO team members Darragh Kennelly and Stephen Dickinson share their views on the upcoming UN Climate Change …
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IN CONVERSATION
26.10.2021
Perspectives: Episode 43 – Revenge of the bond vigilante
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the apparent battle between bond investors and central bankers. Bond …
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IN CONVERSATION
25.10.2021
Perspectives: Fund manager podcast with Leo Barry from Fairview Emerging Companies Fund
In this episode, Investment Analyst David Bruty talks to Leo Barry, a portfolio manager of the Fairview Emerging Companies Fund. Leo discusses how he …
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IN CONVERSATION
12.10.2021
Perspectives: Episode 42 – Inflation, reflation or stagflation?
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the risk of rising prices and its effect on economic growth, the …
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IN CONVERSATION
28.09.2021
Perspectives: Episode 41 – Will Evergrande be China’s Lehman Bros?
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on China Evergrande, its implications for Australia and whether it …
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IN CONVERSATION
14.09.2021
Perspectives: Episode 40 – The fastest bull market in history
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the fastest bull market in history and what it will take to stop it; how …
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IN CONVERSATION
09.09.2021
Perspectives: Fund manager podcast with Chip Ridley from Artisan Partners
In this episode of The Fund Managers, the Escala CIO Tracey McNaughton interviews Chip Ridley, Managing Director of Artisan Partners and the business …
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IN CONVERSATION
31.08.2021
Perspectives: Episode 39 – The Great Taper Caper
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the ongoing regulatory issues facing investors in China, the likely path …
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IN CONVERSATION
17.08.2021
Perspectives: Episode 38 – Will there be a correction?
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the upward trend in global covid cases, the likelihood of a market …
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IN CONVERSATION
09.08.2021
Perspectives: Webinar - Introducing Greenspring Secondaries Fund V with Adair Newhall
In this webinar, Investment Analyst Darragh Kennelly interviews Adair Newhall, Partner at Greenspring Associates, one of the world’s largest …
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IN CONVERSATION
03.08.2021
Perspectives: Episode 37 – Delta, Ali and August
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the renewed upward trend in global covid cases, the increase in …
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IN CONVERSATION
22.07.2021
Perspectives: Fund Manager Interview with Adrian Redlich from Merricks Capital
In this episode, Investment Analyst, Darragh Kennelly speaks to Adrian Redlich, Chief Executive Officer of Merricks Capital. Adrian outlines the …
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IN CONVERSATION
20.07.2021
Perspectives: Episode 36 - Mid-cycle and manager selection
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the renewed upward trend in global covid cases, the growing evidence …
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IN CONVERSATION
07.07.2021
Perspectives: Episode 35 - Australia joins team taper
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the latest virus outbreak in the UK, the impact on the economy of the …
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IN CONVERSATION
22.06.2021
Perspectives: Episode 34 - UK & Australia trade deal, Fed drops a dot bomb
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
09.06.2021
Perspectives: Episode 33 - Fed Taper, China & Inequality
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
27.05.2021
Escala Partners Podcast Series: The Fund Managers 12
In this episode of The Fund Managers, the Escala CIO Tracey McNaughton interviews Sanjay Ayer, Portfolio Manager and Business Analyst with WCM. This …
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IN CONVERSATION
25.05.2021
Perspective, an update from Escala Partners CIO - Update 32
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
12.05.2021
Perspective, an update from Escala Partners CIO - Update 31
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
27.04.2021
Perspective, an update from Escala Partners CIO - Update 30
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
13.04.2021
Perspective, an update from Escala Partners CIO - Update 29
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
01.04.2021
In Conversation with Nick Griffin from Munro Partners - March 2021
Escala's Investment Analyst, Darragh Kennelly, sits down with Nick Griffin, CIO of Munro Partners, to discuss thematic investing and how the Munro …
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IN CONVERSATION
30.03.2021
Perspective, an update from Escala Partners CIO - Update 28
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
17.03.2021
Agenda 2021
Here Tracey McNaughton our CIO, discusses the annual investment publication, covering off topics including Extremis, The Income Challenge and Toward …
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IN CONVERSATION
16.03.2021
Perspective, an update from Escala Partners CIO - Update 27
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
02.03.2021
Perspective, an update from Escala Partners CIO - Update 26
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
16.02.2021
Perspective, an update from Escala Partners CIO - Update 25
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
02.02.2021
Perspective, an update from Escala Partners CIO - Update 24
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
19.01.2021
Perspective, an update from Escala Partners CIO - Update 23
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
15.12.2020
Perspective, an update from Escala Partners CIO - Update 22
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
30.11.2020
Perspective, an update from Escala Partners CIO - Update 21
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
17.11.2020
Perspective, an update from Escala Partners CIO - Update 20
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
05.11.2020
Perspective, an update from Escala Partners CIO - Update 19
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
20.10.2020
Perspective, an update from Escala Partners CIO - Update 18
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
19.10.2020
Perspective: The outlook for the Australian economy and property market
In this podcast hear from Ivan Colhoun, Global Head of Research in the Markets division of National Australia Bank as he talks with Tracey McNaughton,…
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IN CONVERSATION
08.10.2020
Escala Partners Podcast Series: The Fund Managers 11
In this podcast our CIO, Tracey McNaughton, interviews Paul Black, Portfolio Manager and Co-CEO at WCM and Jon Tringale, Client Portfolio Manager at …
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IN CONVERSATION
07.10.2020
Perspective, an update from Escala Partners CIO - Update 17
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
22.09.2020
Perspective, an update from Escala Partners CIO - Update 16
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
08.09.2020
Perspective, an update from Escala Partners CIO - Update 15
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
02.09.2020
Escala Partners Podcast Series: The Fund Managers 10
Hear from RARE Infrastructure Co-Founder and Managing Director, Richard Elmslie as we examine the year ahead for the infrastructure sector and COVID&…
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IN CONVERSATION
26.08.2020
Escala Partners Podcast Series: The Fund Managers 9
In this podcast our CIO, Tracey McNaughton, interviews Hamish Douglas, Chairman and CIO at Magellan Asset Management. Hamish talks about the key …
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IN CONVERSATION
25.08.2020
Perspective, an update from Escala Partners CIO - Update 14
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
11.08.2020
Perspective, an update from Escala Partners CIO - Update 13
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
28.07.2020
Perspective, an update from Escala Partners CIO - Update 12
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
22.07.2020
Escala Partners Podcast Series: The Fund Managers 8
Hear from Morrison and Co, one of the world’s leading private infrastructure managers about a unique opportunity to invest in their new fund, …
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IN CONVERSATION
10.07.2020
Escala Partners Podcast Series: The Fund Managers 7
Hear from Nick Griffin, CIO of Munro Partners, as he tells us how the team tackled the March selloff in equity markets and what structural growth …
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IN CONVERSATION
07.07.2020
Perspective, an update from Escala Partners CIO - Update 11
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
06.07.2020
Escala Partners Podcast Series: The Fund Managers 6
Hear from portfolio manager, Gopi Karunakaran, as he introduces us to the Ardea Real Outcome Fund.
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IN CONVERSATION
23.06.2020
Perspective, an update from Escala Partners CIO - Update 10
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
Read More
IN CONVERSATION
09.06.2020
Perspective, an update from Escala Partners CIO - Update 9
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
25.05.2020
Perspective, an update from Escala Partners CIO - Update 8
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
21.05.2020
Escala Partners Podcast Series – The Fund Managers 5
Crispin Murray, the Portfolio Manager of the Pendal Australian Equities SMA, provides an introduction on how Pendal invests and how the team has …
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IN CONVERSATION
12.05.2020
Perspective, an update from Escala Partners CIO - Update 7
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
11.05.2020
Escala Partners Podcast Series – The Fund Managers 4
Escala investment analyst David Bruty interviews Martin Currie portfolio manager Will Bayliss on the impact that COVID-19 has had on the Australian …
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IN CONVERSATION
28.04.2020
Perspective, an update from Escala Partners CIO - Update 6
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
22.04.2020
Escala Partners Podcast Series – The Fund Managers 3
In conversation with Munro Partners, CIO, Nick Griffin as he introduces the Munro Global Growth Fund, discusses the team's approach to risk …
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IN CONVERSATION
21.04.2020
Perspective, an update from Escala Partners CIO - Update 5
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
Read More
IN CONVERSATION
14.04.2020
Perspective, an update from Escala Partners CIO - Update 4
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
09.04.2020
Escala Partners Podcast Series – The Fund Managers 2
What are the macroeconomic and market implications of the coronavirus crisis? Hear from our Chief Investment Officer, Tracey McNaughton, as she …
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IN CONVERSATION
07.04.2020
Escala Partners Podcast Series – The Fund Managers
How has infrastructure performed during the coronavirus crisis and what opportunities does it present for long term investors? Hear from our Chief …
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IN CONVERSATION
07.04.2020
Perspective, an update from Escala Partners CIO - Update 3
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
31.03.2020
Perspective, an update from Escala Partners CIO - Update 2
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date …
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IN CONVERSATION
26.03.2020
UBS Emerging Markets Update - March 2020
What is the outlook for emerging markets? How is the UBS Emerging Markets Equity Fund positioned? Hear from Head of Emerging Markets and Asia Pacific …
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IN CONVERSATION
18.03.2020
Perspective, an update from Escala Partners CIO
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will be presenting on the current …
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