• Perspectives: Episode 137 – Bumpy roads, shifting markets

    In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton joins Ed to explore sudden lane changes in markets, what rising bond yields mean for investors, and why cash flow is coming into sharper focus – from Meta to Procter & Gamble. With lessons from a weekend motorbike ride, they discuss how to keep portfolios moving when conditions change.

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Perspectives: 13.10.2026
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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Quarterly Market Review: 19.10.2026
Quarterly Market Review September 2026

Q2 in review

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