• In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, presents from New York where she discusses her observations from being on the ground. Following meetings with portfolio managers, economists, political strategists and financial advisers across four US states she discusses how President Trump’s trade war is being perceived.

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Perspectives: 17.04.2025
Perspectives: Episode 114 – And just like that

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses how this market correction differs to anything in the past; what the Escala fund managers are saying about it; and why the investment environment will be different when the fog finally lifts.

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Perspectives: 03.04.2025
Perspectives: Episode 113 – “Liberation Day”

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses the seismic shift in German defence spending, why Greek banks are looking attractive and why the team are no longer happy to be overweight US equities.

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Quarterly Market Review: 11.04.2025
Quarterly Market Review March 2025

Q1 in review

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