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Brilliant Investment Thinking by Advisers for Advisers.
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The future of advice: Adviser Insights with Scott Carmichael from Escala

How will the advice industry promote best practice with the great intergenerational wealth transfer? Scott Carmichael, partner at Escala, offers his insights...

Global easing deepens as stimulus, not stability, drives the market rally

A wave of global easing masks fragile economic growth beneath the surface. A late-cycle melt-up could ensue, but its foundations would be similarly shaky.

‘Golden era’ of equity investing ending, warns Talaria boss

Investors are sleepwalking into concentration risk due to over-exposure to a single counter-party, sector or geographic region, as well as hugging the indexes...

You can bet on mean reversion — it's undefeated

Why long-term capital preservation matters more than chasing the party.

Mid-caps in the spotlight: The case for a market sweet spot

The ASX mid-cap space might be an “alpha hotspot,” but getting to grips with stock-level attributes remains the key to capturing the opportunity.

Buying on the dip: Do mantras have an expiry date?

It’s worked for years, built on steady flows and policy backstops. But mantras live only as long as their conditions prevail. History shows long stretches...

Debt elephant needs an urgent diet

The USA's national debt has swelled past US$36 trillion, and is growing faster than the US economy. Investors must factor this into portfolio construction.

The ‘messy’ mid-market is Australia’s economic engine room

It's big, it's broad and it's the engine room of the Australian economy. But most investors have no exposure to it, writes Omar Khan.

The silent engine of the share market

Every investor often wonders if there is a hidden secret behind the share market – well, there is. It’s the consumer; every one of us, and what we spend...

Navigating uncertainty, finding opportunity

As we move into the second half of 2025, volatility remains elevated but so too does opportunity. The view from the investment coalface can be gleaned from the...

Stop me if you think you’ve heard this one before

A full three months since President Trump’s “Liberation Day” tariff announcements sparked panic in financial markets, macro developments have been...