In this episode of Perspectives, Escala Chief Investment Officer, Tracey McNaughton, discusses how this market correction differs to anything in the past; what the Escala fund managers are saying about it; and why the investment environment will be different when the fog finally lifts.
(1:05) Tracey lets start with how you are viewing current events in markets?
(3:19) You mentioned the similarities with covid in terms of uncertainty of what comes next. How do you compare the market reaction this time to previous sell offs?
(5:47) You have just come off heat week where you talk to all of our managers, what are they saying?
(8:32) How have fund managers adjusted their portfolio's?
(10:46) How have you and the team adjusted portfolio's?
(14:42) But you think the best way to approach this is through tactical asset allocation?
(16:02) What about the currency? The Aussie dollar has fallen a long way. Should clients be hedged against the USD?
