• Perspectives: Episode 135 - Resilient Portfolio Construction

    In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about why we are not trying to build the portfolio that performs best if we’re right. Rather, we’re trying to build one that can still achieve its purpose when we’re wrong.

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Perspectives: 25.08.2026
Perspectives: Episode 134 – Ride to the Conditions

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, looks at the changing conditions facing investors, from persistent inflation and a stronger Australian dollar to rising government debt and the return of fiscal discipline.

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Perspectives: 03.08.2026
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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