• In this podcast hear from Ivan Colhoun, Global Head of Research in the Markets division of National Australia Bank as he talks with Tracey McNaughton, Chief Investment Officer at Escala Partners about the outlook for the Australian economy, prospects for the property market, and implications stemming from the Federal Budget.

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Perspectives: 01.05.2024
Perspectives: Episode 96 – Riding the cycle

In this episode, Escala Partners CIO, Tracey McNaughton, talks about riding the cycle – physically and metaphorically. In a world where there are so many distractions vying for investors’ attention, how can investors “tape up their mirrors”?

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Perspectives: 30.04.2024
Perspectives on Zero: Episode 10 Conflict Minerals Engagement and A.I. in Sustainable Companies

In this episode, Investment Analyst Darragh Kennelly, talks to Nick Edgerton of Stewart Investors to discuss a key engagement initiative Stewart Investors have worked on since 2020 when they identified serious human rights risk that is often overlooked. Conflict minerals are vital materials for the semiconductor industry and are powering the green transition. The pair finally discuss recent examples of sustainable companies incorporating A.I. into their business practices.

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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.

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