• Perspectives: Episode 133 – Who's Paying for AI?

    In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses just how large the AI capital expenditure budgets have become, where the money is coming from, and which parts of the AI supply chain are most at risk of overinvestment.

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Perspectives: 20.07.2026
Perspectives: Episode 132 – We Need to Talk About Productivity

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores why productivity has become the defining investment and economic challenge - and why getting it right could unlock stronger growth, lower inflation, higher living standards and a more durable bull market

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Perspectives: 06.07.2026
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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Quarterly Market Review: 10.07.2026
Quarterly Market Review June 2026

Q2 in review

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