• Perspectives: Episode 131 – The Price of Sovereignty

    In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores the question: who will pay for the building of strategic capability? From sovereign balance sheets and bond markets to private capital and Australia’s superannuation system, she examines how the “Price of Sovereignty” could reshape investing for years to come.

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Perspectives: 17.06.2026
Perspectives: Episode 130 – The holiday from history is over

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores why the world is shifting from efficiency to resilience. Drawing on insights from General David Petraeus, the discussion examines how nations are rebuilding strategic capability, why private capital is increasingly funding critical infrastructure, and what the rise of the Sovereignty Trade means for investors.

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Perspectives: 15.06.2026
Perspectives: Fund Manager Interview with Paul Moore from PM Capital

In this episode, Escala Investment Analyst, David Bruty interviews Paul Moore, founder and Chief Investment Officer of PM Capital. Paul discusses how he and his team implement their contrarian investment philosophy, how the PM Global Companies Fund is constructed, and how healthcare is an emerging theme in the fund’s portfolio.

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Perspectives: 09.06.2026
Perspectives: Fund Manager Interview with Cyrus Gentry from Stonepeak

In this episode, Escala Head of Managed Funds, Steve Dickinson, speaks with Cyrus Gentry, managing director and CEO of Stonepeak+ Infrastructure, covering the global infrastructure opportunity set, key investment themes across digital, energy and transport, and Stonepeak’s approach to sourcing, structuring and managing infrastructure investments for consistent returns.

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