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'Perspectives' by Escala
by Escala
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Latest episodes
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Perspectives: Episode 136 - Between Trump and a bond place
October 13, 2026 · 19 minPerspectives: Episode 136 – Between Trump and a bond place In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores the collision between US fiscal stimulus and tighter monetary policy, why rising…
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Perspectives: Episode 135 – Resilient Portfolio Construction
September 14, 2026 · 17 minIn this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about why we are not trying to build the portfolio that performs best if we're right. Rather, we're trying to build one that can still achieve its…
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Perspectives: Episode 134 - Ride to the Conditions
August 25, 2026 · 16 minPerspectives 134 – Ride to the Conditions In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, looks at the changing conditions facing investors, from persistent inflation and a stronger Australian…
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Perspectives: Episode 133 – Who's Paying for AI?
August 3, 2026 · 19 minIn this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses just how large the AI capital expenditure budgets have become, where the money is coming from, and which parts of the AI supply chain are most…
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Perspectives: Episode 132 - We Need to Talk About Productivity
July 20, 2026 · 18 minIn this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores why productivity has become the defining investment and economic challenge - and why getting it right could unlock stronger growth, lower…
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Perspectives: Episode 131 – The Price of Sovereignty
July 5, 2026 · 18 minIn this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores the question: who will pay for the building of strategic capability? From sovereign balance sheets and bond markets to private capital and…
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Perspectives: Episode 130 – The holiday from history is over
June 16, 2026 · 18 minIn this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explores why the world is shifting from efficiency to resilience. Drawing on insights from General David Petraeus, the discussion examines how nations are…
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Perspectives: Fund Manager Interview with Paul Moore from PM Capital
June 15, 2026 · 32 minIn this episode, Escala Investment Analyst, David Bruty interviews Paul Moore, founder and Chief Investment Officer of PM Capital. Paul discusses how he and his team implement their contrarian investment philosophy, how the PM Global…
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Perspectives: Episode 129 – AI Native: The Great Operating Model Reset
May 21, 2026 · 22 minIn this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, unpacks a series of eye-opening conversations with leading AI investors and operators exploring how AI-native companies are redesigning workflows…
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Perspectives: Episode 128 – Dispatches from the US
May 11, 2026 · 18 minIn this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, takes us inside the Milken Institute Global Conference 2026, from space-based AI breakthroughs to the massive infrastructure buildout powering the next…
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Perspectives: Fund Manager Interview with Richard Blackburn from CVC Capital Partners
April 23, 2026 · 21 minIn this episode, Escala Head of Managed Funds, Stephen Dickinson, speaks with Richard Blackburn from CVC Capital Partners. Richard discusses CVC's origins and evolution into a leading global private equity firm, why Europe remains a…
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Perspectives: Episode 127 – A World Rewired
April 21, 2026 · 19 minIn this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explains why today's geopolitical tensions signal a deeper structural shift – and what it means for markets, alliances, and investors. (1:08) Is the…
About the show
'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