• Perspectives: Episode 124 – Investing in a New World Order

    In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about the release of Escala’s The Agenda publication, what a shifting global order means for investors and how it is shaping the way Escala constructs portfolios.

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Perspectives: 04.03.2026
Perspectives: Episode 125 – Oil, power, and portfolio discipline

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about today’s tensions in the Middle East, why geopolitical volatility is often shorter than feared and what it means for US-China relations. Plus, why credit investing demands ruthless diversification.

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Perspectives: 27.11.2025
Perspectives: Episode 123 – Was this Googles’ DeepSeek moment?

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about what could be Googles’ DeepSeek moment – the launch of Gemini 3. If it is everything that ChatGPT isn’t, what does this do to the promises made by OpenAI?

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Agenda: 30.01.2026
Agenda 2026 – Our Views in Short

Welcome to the seventh edition of our annual investment publication, Agenda 2026.

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