• In this episode, Escala Partners CIO, Tracey McNaughton, talks about the payoff with artificial intelligence and whether the dizzying amounts being spent on semiconductors and infrastructure will be worth it. And what role do private markets play in finding genuine use cases of AI?

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Perspectives: 06.09.2024
Perspectives: Episode 104 – Can I get a refund?

In this episode, Escala Partners CIO, Tracey McNaughton, looks at what is driving recent market volatility - an election correction; a tech-check; or just a Fed-ache. The countdown clock has begun - what are the key battleground states in the US election?

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Perspectives: 16.08.2024
Perspectives: Episode 103 – Loose on the bars

In this episode, Escala Partners CIO, Tracey McNaughton, looks at what is driving recent market volatility - an election correction; a tech-check; or just a Fed-ache. The countdown clock has begun - what are the key battleground states in the US election?

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Perspectives: 07.08.2024
Perspectives: Fund Manager Interview with Christian Schaefer from Goldman Sachs Asset Management

In this episode of The Fund Managers, Escala Investment Analyst Stephen Dickinson talks to Christian Schaefer from Goldman Sachs Asset Management. Mr Schaefer discusses the recent launch of the West Street European Private Credit Fund, how Goldman Sachs is currently viewing the market backdrop, the credit landscape and opportunity set.

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