• In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the global housing supply shortage, its impact on the rental market and inflation and why the US housing market is so weirdly different to that in Australia or the UK. She also provides an update on the current earnings season in the US and why our emerging markets managers describe Abu Dhabi as “on fire”.

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Perspectives: 16.05.2024
Perspectives: Episode 97 – Cash and burn

In this episode, Escala Partners CIO, Tracey McNaughton, talks about riding the cycle – physically and metaphorically. In a world where there are so many distractions vying for investors’ attention, how can investors “tape up their mirrors”?

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Perspectives: 01.05.2024
Perspectives: Episode 96 – Riding the cycle

In this episode, Escala Partners CIO, Tracey McNaughton, talks about riding the cycle – physically and metaphorically. In a world where there are so many distractions vying for investors’ attention, how can investors “tape up their mirrors”?

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Perspectives: 30.04.2024
Perspectives on Zero: Episode 10 Conflict Minerals Engagement and A.I. in Sustainable Companies

In this episode, Investment Analyst Darragh Kennelly, talks to Nick Edgerton of Stewart Investors to discuss a key engagement initiative Stewart Investors have worked on since 2020 when they identified serious human rights risk that is often overlooked. Conflict minerals are vital materials for the semiconductor industry and are powering the green transition. The pair finally discuss recent examples of sustainable companies incorporating A.I. into their business practices.

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