• In this episode, Escala Partners CIO, Tracey McNaughton, discusses the balancing act taking place in the market between price, earnings and valuation. Slower economic growth means slower earnings growth and slower earnings growth will be punished by the market as we saw with US retailer Target. The latest rate hike in Australia brings us inline with moves seen so far in the US.

     

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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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Perspectives: 29.02.2024
Perspectives: Episode 92 – AI: We’ve only just begun

In this episode, Escala Partners CIO, Tracey McNaughton, makes the comparison to the 1990s tech boom and notes by comparison, the market is not that extended right now. AI is going deeper into the economy and broadening across more sectors of the equity market. The ingredients are there for the sustainability of this market rally.

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