• In this episode, Investment Analyst, David Bruty talks to Marcus Burns and Adam Lund from small caps manager Spheria Asset Management. Marcus and Adam discuss how Spheria invest and differentiate themselves from other small cap managers in the market, how they have managed the portfolio through the COVID crisis and recovery, and how they are placed as we begin a period of monetary policy tightening.

     

    Visit your preferred podcast channel to play this episode:

    Apple Podcast Spotify Google Podcast
  • Related
Padding
Perspectives: 18.07.2025
Perspectives: In Conversation with Property Specialists Greg Hyland and Hugh MacDonald from CBRE

In this episode, Escala Investment Analyst Stephen Dickinson talks to Greg Hyland (Head of Capital Markets, Asia Pacific) and Hugh MacDonald (Head of Capital Advisors, Asia Pacific) from CBRE. Greg and Hugh discuss how CBRE currently view the macro landscape and the impacts on the commercial real estate sector, some of the underlying structural drivers in the sector and the outlook ahead.

Listen Now

Perspectives: 11.07.2025
Perspectives: Episode 118 – Adapting to Uncertainty: Tariffs, taxes, and tech’s changing map

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about the importance of trust – between governments, institutions, clients and their advisers and of course the rider and her bike.

Listen Now

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

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about the importance of trust – between governments, institutions, clients and their advisers and of course the rider and her bike.

Listen Now

Visit your preferred podcast
channel and subscribe

Apple Podcasts

Spotify

YouTube Music

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.

Contact

Logout

Modify Password

For your security we have logged you out of the website due to inactivity. Please login again to continue.