• Perspectives: Episode 127 – A World Rewired

    In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explains why today’s geopolitical tensions signal a deeper structural shift – and what it means for markets, alliances, and investors.

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Perspectives: 25.03.2026
Perspectives: Episode 126 – Riding the Shock: Staying loose through uncertainty

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explains how long-term investors are staying loose on the bars in response to the current oil shock. Plus, why managing today’s risks is bringing back yesterday’s solutions - from steering wheel locks to decades-old pipelines.

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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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Quarterly Market Review: 15.04.2026
Quarterly Market Review March 2026

Q1 in review

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