• In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the renewed upward trend in global covid cases, the growing evidence that economic growth has peaked, what it means to be an asset allocator in mid-cycle and the importance of regular portfolio health checks.

     

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Perspectives: 25.06.2025
Perspectives: Episode 117 – In Trust We Must: From Wall Street to the Open Road

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Perspectives: 17.06.2025
Perspectives: Early Stage Venture Capital with Tidal Ventures

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Perspectives: 11.06.2025
Perspectives: Episode 116 – Are we past peak US exceptionalism?

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, considers the question are we past peak US exceptionalism? If so, where are the alternative safe havens for investors.

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