• We are pleased to share with you a video and podcast of the content covered in our annual investment publication ‘Agenda 2022’. Our Chief Investment Officer, Tracey McNaughton, is joined by our CEO, Pep Perry, and advisor Ed Brooke to discuss a range of topics, including a review of monetary and fiscal stimulus, the impact of tech disruption on investment markets, and the investment implications of net zero. In addition, Tracey provides an outlook for 2022 and highlights the key themes for our CIO team and implications for asset allocation and portfolio construction.

    Click here to listen to the podcast

     

    Visit your preferred podcast channel to play this episode:

    Apple Podcast Spotify Google Podcast
  • Related
Padding
Perspectives: 18.12.2024
Perspectives: In Conversation with Alternatives and Private Markets specialist Craig Balenzuela from Goldman Sachs Asset Management

In this episode, Escala Partners Investment Analyst Stephen Dickinson talks to Craig Balenzuela, Managing Director within Goldman Sachs Asset Management Alternatives and Private Markets Client Solution Group. Craig discusses the growth in the private credit landscape, the implications of the changing macro environment for private credit and why not all private credit is made equally.

Listen Now

Perspectives: 11.12.2024
Perspectives on Zero: Episode 12 The Role of Nuclear in the Energy Transition

In this episode, Investment Analyst Darragh Kennelly talks to James Tsinidis of Munro Partners to discuss the role of nuclear power in the energy transition and the growing demand for reliable baseload power especially from some of the worlds largest tech companies. They also discussed the benefits of nuclear power and the key components of the nuclear sector to consider.

Listen Now

Perspectives: 05.12.2024
Perspectives: Episode 108 – From the mailroom to the boardroom: playing the long game

This week Escala Partners CIO, Tracey McNaughton, reflects on playing the long game with Carol Geremia, President of MFS Investment Management. Passive investing has gone from 6 to 60% in the past 30 years. Investment horizons have fallen from 5 years to 5 months. What are the consequences for investors, fund managers and corporations alike? And what is the one thing a good leader must have?

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.