• In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how this has been one of the strangest, most difficult-to-predict economic cycles that we have ever been in. She recommends investors remain cautious for now despite new opportunities already presenting themselves. The rapid retreat of lower for longer interest rates is revealing hidden hazards and creating riptide events that have the potential to catch unsuspecting investors out.

    Apple Podcast Spotify Google Podcast
  • Related
Padding
Perspectives: 17.07.2024
Perspectives: Episode 101 – AI – Build it, but will they come?

In this episode, Escala Partners CIO, Tracey McNaughton, talks about the payoff with artificial intelligence and whether the dizzying amounts being spent on semiconductors and infrastructure will be worth it. And what role do private markets play in finding genuine use cases of AI?

Listen Now

Perspectives: 04.07.2024
Perspectives on Zero: Episode 11 Responsible Artificial Intelligence

In this episode, Investment Analyst Darragh Kennelly, talks to Jess Cairns of Alphinity Investment Management and Qinghua Lu of CSIRO to discuss their recently released research report on the implications of artificial intelligence use by companies and investors. They outline the framework for investors to use when assessing key threats and opportunities of AI usage and highlight some interesting responsible AI case studies of large multinationals.

Listen Now

Perspectives: 28.06.2024
Perspectives: Episode 100 – Reflecting back when decades happened

In this episode, Escala Partners CIO, Tracey McNaughton, and Escala Adviser Ed Brooke reflect back on the past 100 episodes since the Perspectives podcast began during covid in 2020. The past four years had it all – lockdowns, recessions, recoveries, bank runs, bank collapses, wars, uprisings, innovations, bubbles that burst, bubbles that inflated, elections that surprised, elections that divided.

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.