• 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.

     

    Visit your preferred podcast channel to play this episode:

    Apple Podcast Spotify Google Podcast
  • Related
Padding
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”?

Listen Now

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.

Listen Now

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.

Listen Now

Visit your preferred podcast
channel and subscribe

Apple Podcasts

Spotify

Google Podcast

This is restricted content for clients only – if you are not a client and would like to gain access, please get in touch with one of our advisors to see how we can assist.

Contact

Logout

Modify Password

For your security we have logged you out of the website due to inactivity. Please login again to continue.