• Live on stage at our Agenda 2025 client event, Escala Partners CIO, Tracey McNaughton, is in discussion with Gerard Minack from Minack Advisers. Tracey and Gerard discuss prospects for Europe following the German election, implications of a peace deal between Ukraine and Russia, what the trade war means for growth and inflation and why Australia is so hard to love right now.

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Perspectives: 06.02.2025
Perspectives: Episode 109 – May your algorithms be true and your AI agent benevolent

This week Escala Partners CIO, Tracey McNaughton, reflects on what has been a blistering start to the year. President Trump is setting records with the number of executive orders he creates; tariffs are creating uncertainty and DeepSeek is disrupting. It’s enough to make your AI Agent’s head spin.

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Perspectives: 18.12.2024
Perspectives: In Conversation with Alternatives and Private Markets specialist Craig Balenzuela from Goldman Sachs Asset Management

In this episode, Escala Partners Investment Analyst Stephen Dickinson talks to Craig Balenzuela, Managing Director within Goldman Sachs Asset Management Alternatives and Private Markets Client Solution Group. Craig discusses the growth in the private credit landscape, the implications of the changing macro environment for private credit and why not all private credit is made equally.

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Agenda: 31.01.2025
Agenda 2025 – Asset Class Quilt of Market Returns

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