• We are pleased to share with you a video and podcast of the content covered in our annual investment publication ‘Agenda 2022’. Our Chief Investment Officer, Tracey McNaughton, is joined by our CEO, Pep Perry, and advisor Ed Brooke to discuss a range of topics, including a review of monetary and fiscal stimulus, the impact of tech disruption on investment markets, and the investment implications of net zero. In addition, Tracey provides an outlook for 2022 and highlights the key themes for our CIO team and implications for asset allocation and portfolio construction.

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Perspectives: 23.04.2024
Perspectives: Episode 95 – Agenda 2024 Live

Live on stage at our Agenda 2024 client event, Escala Partners CIO, Tracey McNaughton, is in discussion with Gerard Minack from Minack Advisers. Tracey and Gerard discuss interest rates, company earnings and the outlook for economic growth both domestically and overseas.

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Perspectives: 20.03.2024
Perspectives: Episode 94 – The heat is on AI – literally

In this episode, Escala Partners CIO, Tracey McNaughton, talks about why our investment conviction level is the highest it has been since 2021 and how this has transformed into an overweight position in global over Australian equities. And why is OpenAI CEO Sam Altman investing in fusion?

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Perspectives: 07.03.2024
Perspectives: Episode 93 – On women, financial freedom, and motorcycles

In this episode, Escala Partners CIO, Tracey McNaughton, celebrates IWD with a conversation with Lorna Kapusta, Fidelity’s Head of Women & Engagement. How can wealth managers help women achieve their financial goals and become more confident investors? How can the skills learned by a motorcycle rider help ease financial anxiety?

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This is restricted content for clients only – if you are not a client and would like to gain access, please get in touch with one of our advisors to see how we can assist.

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