{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Perspectives: Episode 114 \u2013 And just like that","description":"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\u2019s? (10:46) How have you and the team adjusted portfolio\u2019s? (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? &amp;nbsp; ","author_name":"'Perspectives' by Escala","author_url":"https:\/\/escalapartners.com.au\/","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/36202560\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/187180865"}