• In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on China Evergrande, its implications for Australia and whether it represents China’s Lehman moment. She also discusses the latest decision from the US Federal Reserve to begin tapering bond purchases in November and what the US debt ceiling is and why it is in the news.

     

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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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