• In this episode, Escala Partners CIO, Tracey McNaughton, makes the comparison to the 1990s tech boom and notes by comparison, the market is not that extended right now. AI is going deeper into the economy and broadening across more sectors of the equity market. The ingredients are there for the sustainability of this market rally.

    Apple Podcast Spotify Google Podcast
  • Related
Padding
Perspectives: 23.04.2024
Perspectives: Episode 95 – Agenda 2024 Live

Live on stage at our Agenda 2024 client event, Escala Partners CIO, Tracey McNaughton, is in discussion with Gerard Minack from Minack Advisers. Tracey and Gerard discuss interest rates, company earnings and the outlook for economic growth both domestically and overseas.

Listen Now

Perspectives: 20.03.2024
Perspectives: Episode 94 – The heat is on AI – literally

In this episode, Escala Partners CIO, Tracey McNaughton, talks about why our investment conviction level is the highest it has been since 2021 and how this has transformed into an overweight position in global over Australian equities. And why is OpenAI CEO Sam Altman investing in fusion?

Listen Now

Perspectives: 07.03.2024
Perspectives: Episode 93 – On women, financial freedom, and motorcycles

In this episode, Escala Partners CIO, Tracey McNaughton, celebrates IWD with a conversation with Lorna Kapusta, Fidelity’s Head of Women & Engagement. How can wealth managers help women achieve their financial goals and become more confident investors? How can the skills learned by a motorcycle rider help ease financial anxiety?

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.