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

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?   (0:45) - Geopolitical risk has risen in recent weeks with tension between the US and China over Taiwan. (4:00) - On the topic of market timing, you recently completed a study of active funds management and arrived at some interesting results. (7:06) - Your research also revealed the extent of the payoff for getting it right. (7:37) - Why do large cap funds struggle to beat their benchmark. And I take this result holds through time? (9:33) - Is this result around small caps what is driving you to look at that part of the market right now? (12:36) - Just on the USD, it had a big reaction to last week's lower-than-expected inflation report.