• In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on recent market volatility. She discusses how the markets’ focus has shifted from interest rates at the start of the year, to inflation following the invasion of Ukraine to now growth and why this is actually a positive development for the market. She also discusses why the copper-to-gold price ratio is worth watching closely.

     

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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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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
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