• Perspectives: Fund Manager Interview with Roy Keenan from Yarra Capital

    In this episode, Escala Investment Analyst Holly Brenchley speaks with Roy Keenan, Co-Head of Fixed Income at Yarra Capital and Portfolio Manager of the Yarra Enhanced Income Fund, a core Australian credit strategy. Roy discusses the investment philosophy that underpins Yarra’s approach, including its rigorous internal credit rating system, the importance of ESG and documentation analysis, as well as how the team captures attractive risk-adjusted returns within the changing Australian credit landscape.

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Perspectives: 22.09.2025
Perspectives: In Conversation with Head of Equities Crispin Murray from Pendal

In this episode, Escala Partners Investment Analyst David Bruty talks to Crispin Murray, Head of Equities at Pendal. Crispin talks to some of the key themes from August's reporting season in Australian equities, the heightened volatility that surrounded results and how this is providing opportunities for active managers such as Pendal, and the outlook for the year ahead.

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Perspectives: 08.09.2025
Perspectives: Episode 120 – Choose your own line: Lessons from motorcycles

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, shares an important lesson when riding a motorcycle that can be applied to China’s FOMO driven equity rally.

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Perspectives: 20.08.2025
Perspectives: Episode 119 – How do you innovate? Quietly then loudly.

In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about the role private markets play in quietly innovating and why patient capital is so important. Public markets in contrast are getting noisier and more volatile. What is the role for both in a portfolio?

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