• In this episode of The Fund Managers, the Escala CIO Tracey McNaughton interviews Sanjay Ayer, Portfolio Manager and Business Analyst with WCM. This candid conversation explores the characteristics of great investors and how WCM think and do things differently to most other fund managers including having “reflection weeks”, audits of “return on time” and installing airplane seats in the office to encourage creative thinking. We hope you enjoy the discussion.

     

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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
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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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