Perspectives: Episode 61 – Has the inflation worm turned and how to position for US-China tensions?

<p>In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how clients should position for rising US-China tensions, where to spend your fund manager fee budget and has the inflation worm turned?</p> <p> </p> <p>(0:45) - Geopolitical risk has risen in recent weeks with tension between the US and China over Taiwan.</p> <p>(4:00) - On the topic of market timing, you recently completed a study of active funds management and arrived at some interesting results.</p> <p>(7:06) - Your research also revealed the extent of the payoff for getting it right.</p> <p>(7:37) - Why do large cap funds struggle to beat their benchmark. And I take this result holds through time?</p> <p>(9:33) - Is this result around small caps what is driving you to look at that part of the market right now?</p> <p>(12:36) - Just on the USD, it had a big reaction to last week’s lower-than-expected inflation report.</p>