'Perspectives' by Escala

By Escala

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Category: Investing

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Episodes: 100

Description

'Perspectives' is a bi-weekly investment podcast brought to you by Escala. In a world cluttered with information, 'Perspectives' cuts through the noise to bring you insights and commentary on global financial markets, economics and geopolitical news and events. Hear our most up-to-date views straight from the Escala Investment Committee meeting room and learn how the CIO team incorporate macroeconomic views, central bank thinking and government policy into actionable investment ideas for our clients. As an economist and seasoned practitioner with both domestic and international investment experience, Escala CIO, Tracey McNaughton, shares her views and observations to help you make sense of today's investment landscape. Join Tracey, and others at Escala, as they discuss the big issues affecting your investment portfolio and interview industry-leading voices in wealth management. For more information visit: escalapartners.com.au

Episode Date
Perspectives: Episode 129 – AI Native: The Great Operating Model Reset
May 21, 2026
Perspectives: Episode 128 – Dispatches from the US
May 11, 2026
Perspectives: Fund Manager Interview with Richard Blackburn from CVC Capital Partners
Apr 23, 2026
Perspectives: Episode 127 – A World Rewired
Apr 21, 2026
Perspectives: Episode 126 – Riding the Shock: Staying loose through uncertainty
Mar 24, 2026
Perspectives: Episode 125 – Oil, power, and portfolio discipline
Mar 04, 2026
Episode 124 – Investing in a New World Order
Feb 16, 2026
Episode 123 – Was this Googles' DeepSeek moment?
Nov 27, 2025
Perspectives: Fund Manager Interview with Doug Tynan from GCQ Funds Management
Nov 17, 2025
Episode 122 – Why is gold rallying?
Oct 22, 2025
Episode 121 – AI power plays
Oct 03, 2025
Perspectives: Fund Manager Interview with Roy Keenan from Yarra Capital
Sep 29, 2025
Perspectives: In Conversation with Head of Equities Crispin Murray from Pendal
Sep 22, 2025
Episode 120 – Choose your own line: Lessons from motorcycles
Sep 07, 2025
Episode 119 – How do you innovate? Quietly then loudly.
Aug 20, 2025
Perspectives: In Conversation with Chief Investment Officer Lane MacDonald from SCS Financial
Jul 24, 2025
Perspectives: In Conversation with Property Specialists Greg Hyland and Hugh MacDonald from CBRE
Jul 17, 2025
Episode 118 – Adapting to Uncertainty: Tariffs, taxes, and tech's changing map
Jul 11, 2025
Episode 117 – In Trust We Must: From Wall Street to the Open Road
Jun 25, 2025
Episode 116 – Are we past peak US exceptionalism?
Jun 10, 2025
Perspectives: Episode 115 – Dispatches from the US
May 12, 2025
Perspectives: Episode 114 – And just like that
Apr 17, 2025
Perspectives: Episode 113 – "Liberation Day"
Apr 03, 2025
Perspectives: Episode 113 – "Liberation Day"
Apr 03, 2025
Perspectives: In Conversation with Alternatives and Private Markets specialist Sam Edwards from Longreach Alternatives
Mar 28, 2025
Perspectives: Episode 112 – The Times They Are A-Changin'
Mar 20, 2025
Perspectives: Fund Manager Interview with Justin O'Brien from Cooper Investors
Mar 19, 2025
Perspectives: Episode 111 – A founder's story: Interview with Mark Middleton from Icon Group
Mar 13, 2025
Perspectives: Episode 110 – Agenda 2025 LIVE
Mar 06, 2025
Perspectives: Episode 109 - May your algorithms be true and your AI agent benevolent
Feb 06, 2025
Perspectives: In Conversation with Alternatives and Private Markets specialist Craig Balenzuela from Goldman Sachs Asset Management
Dec 18, 2024
Perspectives on Zero: Episode 12 The Role of Nuclear in the Energy Transition
Dec 11, 2024
Perspectives: Episode 108 – From the mailroom to the boardroom: playing the long game
Dec 04, 2024
Perspectives: Episode 107 – Can we afford Trump?
Nov 14, 2024
Perspectives: Episode 106 – The US election special
Oct 28, 2024
Perspectives: In Conversation with Property Specialist Andrew Ballantyne from JLL
Oct 03, 2024
Perspectives: Episode 105 – The memo the RBA missed
Sep 24, 2024
Perspectives: Episode 104 – Can I get a refund?
Sep 05, 2024
Perspectives: Episode 103 – Loose on the bars
Aug 16, 2024
Perspectives: Episode 102 – An election correction, a tech-check or just a Fed-ache?
Aug 01, 2024
Perspectives: Fund Manager Interview with Chris Prunty from QVG Capital
Jul 29, 2024
Perspectives: Episode 101 – AI - Build it, but will they come?
Jul 17, 2024
Perspectives on Zero: Episode 11 Responsible Artificial Intelligence
Jul 04, 2024
Perspectives: Episode 100 – Reflecting back when decades happened
Jun 28, 2024
Perspectives: Episode 99 – The "return of nations"
Jun 14, 2024
Perspectives: Episode 98 – Slave cylinders, community, and big government
May 28, 2024
Perspectives: Episode 97 – Cash and burn
May 16, 2024
Perspectives: Episode 96 – Riding the cycle
May 01, 2024
Perspectives on Zero: Episode 10 Conflict Minerals Engagement and A.I. in Sustainable Companies
Apr 29, 2024
Perspectives: Episode 95 – Agenda 2024 Live
Apr 22, 2024
Perspectives: Episode 94 – The heat is on AI - literally
Mar 19, 2024
Perspectives: Episode 93 – On women, financial freedom, and motorcycles
Mar 07, 2024
Perspectives: Episode 92 – AI: We've only just begun
Feb 29, 2024
Perspectives: Episode 91 – Zuck is on a winner
Feb 07, 2024
Perspectives: Episode 90 – The "War Economy"
Jan 24, 2024
Perspectives on Zero: Episode 9 COP28 Key Outcomes and Outlook for Climate Focused Companies
Dec 20, 2023
Perspectives: Episode 89 – Blessed are the goods makers
Dec 13, 2023
Perspectives: Fund Manager Interview with Seyonne Kang from Stepstone Group
Nov 30, 2023
Perspectives: Episode 88 – Themes for 2024
Nov 29, 2023
Perspectives: Episode 87– Doughnut Worry – Obesity Drugs Challenge AI in the Mega Theme Stakes
Nov 14, 2023
Perspectives: Episode 86 – What will it take for geopolitical stability to return?
Oct 24, 2023
Perspectives: Episode 85 – China and AI
Oct 09, 2023
Perspectives: Episode 84 – The Ethics, Morality and Risks of Investing in Artificial Intelligence - Part 2
Sep 27, 2023
Perspectives on Zero: Episode 8 Recent Progress on Net Zero and A.I. Considerations for Responsible Investing
Sep 21, 2023
Perspectives: Episode 83 – The Ethics, Morality and Risks of Investing in Artificial Intelligence - Part 1
Sep 19, 2023
Perspectives: Episode 82 – India's Glow-up
Sep 07, 2023
Perspectives: Episode 81 – The Biggest Risk Currently
Aug 22, 2023
Perspectives: Fund Manager Interview with Jan Mühlemann from PG3
Aug 22, 2023
Perspectives: Fund manager interview with Sam Twidale of the DNR Capital Australian Emerging Companies Fund
Aug 14, 2023
Perspectives: Episode 80 – The most "America First" President
Aug 08, 2023
Perspectives: Episode 79 – "So it is possible for tech to disappoint"
Jul 26, 2023
Perspectives: Fund Manager Interview with Mark Landau from L1 Capital
Jul 03, 2023
Perspectives: Episode 78 – Nightmare on Threadneedle Street
Jun 27, 2023
Perspectives: Fund Manager Interview with Brad Kinkelaar from Barrow Hanley Global Investors
Jun 20, 2023
Perspectives: Episode 77 – There's a bull in there
Jun 14, 2023
Perspectives: Episode 76 – Can you spare a dime for Uncle Sam?
May 25, 2023
Perspectives: Episode 75 – Feeling Poorly
May 14, 2023
Perspectives: Episode 74 – The Weird Housing Market
May 01, 2023
Perspectives on Zero: Episode 7 Unpacking the Inflation Reduction Act
Apr 19, 2023
Perspectives: Fund manager interview with Rob Tucker from Chester Asset Management
Apr 19, 2023
Perspectives: Episode 73 – Everything everywhere all at once
Mar 27, 2023
Perspectives: Episode 72 – SVB
Mar 14, 2023
Perspectives: Episode 71 – Hard to kill
Feb 22, 2023
Perspectives: Episode 70 – The RBA's Whatever It Takes Moment
Feb 07, 2023
Perspectives: Episode 69 – A look back at 2022 and ahead to 2023
Jan 17, 2023
Perspectives on Zero: Episode 6 ESG and Impact Investing in Private Markets
Jan 10, 2023
Perspectives: Episode 68 – What was, what is and what will be – a look back on 2022 and a look forward to 2023.
Dec 14, 2022
Perspectives: Episode 67 - Is it time to go back into equities and should you hedge your offshore holdings?
Nov 16, 2022
Perspectives: Episode 66 – When the cycle is behavioural, investors should observe rather than predict
Nov 02, 2022
Perspectives: Episode 65 – Riptide markets
Oct 18, 2022
Perspectives: Fund manager interview with Patrick Teodorowski of the Pendal MicroCap Opportunities Fund
Oct 05, 2022
Perspectives: Episode 64 – The Lady is for turning – how the new UK PM nearly brought down the pension system
Oct 04, 2022
Perspectives: Episode 63 – The fast and the furious - central banks give support to income investors
Sep 20, 2022
Perspectives: Episode 62 – Powell's chilling message to equities – whatever it takes, inflation will come down
Aug 30, 2022
Perspectives: Fund Manager Interview with Peter Rutter from Royal London Asset Management
Aug 22, 2022
Perspectives: Episode 61 – Has the inflation worm turned and how to position for US-China tensions?
Aug 16, 2022
Perspectives: Episode 60 – Burrito please but hold the $US1.95 guacamole
Aug 02, 2022
Perspectives: Episode 59 – The paradox of low unemployment
Jul 19, 2022
Perspectives on Zero: Episode 5 – ESG Live Event - Part 3
Jun 24, 2022
Perspectives: Episode 58 – Central bank course correction but at what cost?
Jun 21, 2022