• Perspectives: Episode 136 - Between Trump and a bond place

    In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores the collision between US fiscal stimulus and tighter monetary policy, why rising bond yields aren’t necessarily bad news for equities, and how investors can find opportunities in a world where capital costs more.

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Perspectives: 15.09.2026
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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