@EscalaPartners

Escala Partners Limited is a Corporate Authorised Representative of Escala Wealth Management Pty Ltd (AFSL 456207)

 Melbourne, Victoria
escalapartners.com.au
Joined May 2014
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  • Followers141
78Media
Quarterly FUM flows have reflected the underlying investment performance, style and geographic bias of listed fund managers. As with other sectors of the market, the winners are being disproportionately rewarded. Read more here: escalapartners.com.au/weeken…
Listed Managers Forward P/E - Source: Bloomberg, Escala Partners

ALT Listed Managers Forward P/E - Source: Bloomberg, Escala Partners

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Quarterly FUM flows have reflected the underlying investment performance, style and geographic bias of listed fund managers. As with other sectors of the market, the winners are being disproportionately rewarded. Read more here: escalapartners.com.au/weeken…
Listed Managers Forward P/E - Source: Bloomberg, Escala Partners

ALT Listed Managers Forward P/E - Source: Bloomberg, Escala Partners

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As of late there has been contagion to credit market pricing, with spreads wider in investment grade and high yield. The average spread on US high yield is now above 3.90%, marking the highest level in 18 months. Read more here ow.ly/RKud30mLbSX
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Wishing all our participants a flawless round today as they compete for bragging rights in the 2018 Escala Partners Golf Day.
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ow.ly/aGlT30ksatE

Private equity offers lessons for publicly-listed investments

Listed companies that emulate the character of private equity while taking on board public scrutiny are one of the sweet spots in investment markets.

afr.com
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Giselle Roux of ­Escala Partners: Bitcoin mania ‘just a joke’ ow.ly/Uj5j30hJod9
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Escala's Tom Murphy comments on 'Is it time to give up on the ASX200?' in the AFR ow.ly/emDX30gmYTc
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What could cause the next stock market crash by Gisele Roux, Escala Partners' CIO ow.ly/1HRs30g5fZF

What could cause the next stock market crash

There is no way of timing a downturn – one either chooses to limit risk in a portfolio or learns to live with it.

afr.com
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Escala Partners' CIO, Gisele Roux comments on gaining global exposure in your investment portfolio ow.ly/YlCi30fVrMJ

How to get global exposure to listed companies and grow your portfolio

Sticking with a local focus means missing out on better returns and putting your investments at risk. Why you could be missing out if you're not invested in global stocks.

afr.com
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After hawkish commentary by central banks, bond yields have spiked in recent weeks, reversing the trend of more recent months.
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After hawkish commentary by central banks, bond yields have spiked in recent weeks, reversing the trend of more recent months.
The Australian dollar appreciated against most major currencies through FY17, with the largest gains against the Japanese yen.
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Amazon's announcement that it was acquiring US grocery Whole Foods Market had an effect on ASX supermarkets yesterday, Woolworths lost 3.5%.
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FOMC members continue to expect that rates will rise at a quicker pace than that expected by bond investors (futures market).
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Small caps outperformed large cap companies in May. The large cap index was led lower by the major banks in the month.
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The flattening of the yield curve has been more noticeable in Australia, with a softening domestic economic outlook over this time.
Yesterday the currency gained against the $US after first quarter GDP figures met the expectations of economists.
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The RBA left the cash rate unchanged at their meeting yesterday, marking the ninth consecutive meeting whereby the rate has remained at 1.5%
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Escala Partners’ Chairman, Brett Paton’s views on BHP Billiton ow.ly/Qf8U30cllN4
The Australian equity market under performed most developed equity markets in May, this was largely attributable to the financials sector.
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