• In this episode, Escala Partners CIO, Tracey McNaughton, presents the case for why this rally in the US equity market could go further, at least in the near term. For disciplined investors, however, the advice from Charlie Munger should be heeded: “The big money is not in the buying and selling, but in the waiting”.

    Apple Podcast Spotify Google Podcast
  • Related
Padding
Perspectives: 14.11.2024
Perspectives: Episode 107 – Can we afford Trump?

This week Escala Partners CIO, Tracey McNaughton, discusses the implications of the US presidential election including the need for governments to open their wallets even more – ‘spend baby spend’.

Listen Now

Perspectives: 28.10.2024
Perspectives: Episode 106 – The US election special

This week Escala Partners CIO, Tracey McNaughton, discusses the upcoming US presidential election, why the polls are often wrong, the bi-partisan support for nuclear energy, and why the bond and equity markets disagree on what a Trump presidency could mean.

Listen Now

Perspectives: 03.10.2024
Perspectives: In Conversation with Property Specialist Andrew Ballantyne from JLL

In this episode, Escala Partners Investment Analyst Stephen Dickinson talks to Andrew Ballantyne, Head of Australasia Research for JLL. Andrew discusses how JLL is currently viewing the office sector, some of the underlying structural drivers in the sector and the outlook ahead.

Listen Now

Visit your preferred podcast
channel and subscribe

Apple Podcasts

Spotify

Google Podcast

This is restricted content for clients only – if you are not a client and would like to gain access, please get in touch with one of our advisors to see how we can assist.

Contact

Logout

Modify Password

For your security we have logged you out of the website due to inactivity. Please login again to continue.