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Perspectives: Episode 129 – AI Native: The Great Operating Model Reset
In 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…
Perspectives: Episode 128 – Dispatches from the US
In 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…
Perspectives: Fund Manager Interview with Richard Blackburn from CVC Capital Partners
In 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…
Perspectives: Episode 127 – A World Rewired
In 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,…
Perspectives: Episode 126 – Riding the Shock: Staying loose through uncertainty
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, explains how long-term investors are staying loose on the bars in response to the current oil shock. Plus, why…
Perspectives: Episode 125 – Oil, power, and portfolio discipline
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about today's tensions in the Middle East, why geopolitical volatility is often shorter than feared and what…
Episode 124 – Investing in a New World Order
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about the release of Escala's The Agenda publication, what a shifting global order means for investors and…
Episode 123 – Was this Googles' DeepSeek moment?
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about what could be Googles' DeepSeek moment – the launch of Gemini 3. If it is everything that ChatGPT…
Perspectives: Fund Manager Interview with Doug Tynan from GCQ Funds Management
In this episode, Escala Investment Analyst, David Bruty talks to Doug Tynan, Chief Investment Officer of GCQ Funds Management. Doug discusses GCQ's investment philosophy and the team's focus on…
Episode 122 – Why is gold rallying?
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about gold and how it has become a hedge against distrust. When money becomes too political to believe in,…
Episode 121 – AI power plays
There are now more data centres being built in the US than office buildings. In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, looks at the political implications…
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…
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…
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.…
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…
Perspectives: In Conversation with Chief Investment Officer Lane MacDonald from SCS Financial
In this episode, Escala Chief Investment Officer, Tracey McNaughton, speaks with Lane MacDonald, Chief Investment Officer at SCS Financial a $40b US wealth manager and focus Financial Partner.…
Perspectives: In Conversation with Property Specialists Greg Hyland and Hugh MacDonald from CBRE
In this episode, Escala Investment Analyst Stephen Dickinson talks to Greg Hyland (Head of Capital Markets, Asia Pacific) and Hugh MacDonald (Head of Capital Advisors, Asia Pacific) from CBRE. Greg…
Episode 118 – Adapting to Uncertainty: Tariffs, taxes, and tech's changing map
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, shares what she is telling clients about the current level of uncertainty particularly in relation to tariffs,…
Episode 117 – In Trust We Must: From Wall Street to the Open Road
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, talks about the importance of trust – between governments, institutions, clients and their advisers and of course…
Episode 116 – Are we past peak US exceptionalism?
In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, considers the question are we past peak US exceptionalism? If so, where are the alternative safe havens for…
Frequently Asked Questions
'Perspectives' by Escala has published 100 episodes since June 2022, covering topics in Business, Investing.
'Perspectives' by Escala is currently highly active with new episodes every 2 weeks. Average episode length is 20m.
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