• In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on why we should be cautious on equities when retail investors are in the drivers seat. Hot money retail investors are driving this market more than considered institutional investors. She also touches on the issue on government debt and how that issue was made worse for Australia with last night’s budget.

     

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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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