• In this podcast our CIO, Tracey McNaughton, interviews Paul Black, Portfolio Manager and Co-CEO at WCM and Jon Tringale, Client Portfolio Manager at WCM. Paul talks about the core values of the WCM business, the importance of culture, the need for humility and learning from mistakes and what constitutes a good growth company.

     

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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’.

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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.

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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.

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