top of page
Search
Liquid Alternatives to Private Credit
Mani from Copia sits down with Wayne Buckingham, Managing Director of Mutual Limited, to discuss the rising interest in credit and...
Mutual Limited
Feb 251 min read
Navigating Uncertainty: Where To From Here?
As we move through the early stages of 2025, I want to highlight a couple of broad themes I think will influence markets through the year.
Scott Rundell
Feb 46 min read
The End of Bank Hybrids: Filling the $43Billion Gap
Bank hybrids are set to die a slow and lingering death in the wake of APRA deeming the securities no longer fit for regulatory purpose.
Scott Rundell
Jan 244 min read
Monthly Fund Reports for November
The main event for November was the US Presidential Election outcome. It was a ‘Red Sweep’ for the Republicans, regaining control of the Sen
Mutual Limited
Dec 19, 20241 min read
Update on the market implications of Trump's re-election as US President
Scott Rundell, CIO of Mutual Limited, provides an update on the market implications of Donald Trump’s re-election as US President. Scott...
Mutual Limited
Nov 27, 20241 min read
Trump 2.0: Will The Sequel Be Better Than The Original?
Trump is president of the US again, his second bite of the cherry after a brief four-year interlude. What could this mean for portfolios?
Scott Rundell
Nov 13, 20246 min read
Lonsec recognises strong performance: All Mutual Limited Funds Rated "Recommended"
We’re excited to share that in its latest review, Lonsec has rated all Mutual Limited funds as “Recommended.”
Mutual Limited
Nov 8, 20242 min read
Fed vs. RBA with Scott Rundell
Scott Rundell sits down to discuss the recent trends with the RBA, Federal Reserve and what the outlook is for the interest rates in...
Mutual Limited
Oct 7, 20241 min read
RBA sits pat, cash rate unchanged at 4.35% and no cuts until early 2025
Stocks saw little movement following the announcement Bonds were muted on the statement, but rallied following the press conference ...
Mutual Limited
Sep 25, 20242 min read
So, APRA is taking away your beloved AT1. What are your alternatives?
The Australian bank regulator, APRA, is proposing to phase out Alternative Tier 1 capital (‘AT1’ or ‘Hybrid’) securities for local...
Mutual Limited
Sep 17, 20245 min read
APRA’s New Proposals: What Does It Mean for Investors?
Late last year APRA announced it was reviewing whether AT1 securities were fit for purpose as effective loss absorbing capital.
Scott Rundell
Sep 10, 20243 min read
Public vs Private Credit: Risks, Rewards, and Realities
You should know my views on private credit by now, but if not, I’ll refresh your memories. I’ve done private credit in the past, didn’t enjo
Scott Rundell
Sep 6, 20242 min read
Monthly Fund Reports for July
Post the CPI outcome consensus estimates quickly moved to rates remaining on hold for 2024, although there is a reasonable number of...
Mutual Limited
Aug 7, 20241 min read
Private Credit: Don’t be a Fashion Victim?
Private credit has attracted a lot of attention in local markets over recent months. One could say it’s the new ‘black’ of the investment...
Scott Rundell
Jul 25, 20245 min read
Daily market updates straight to your inbox
Sign-up for Mutual Morning Mutterings by CIO Scott Rundell – a daily summary on what's happening in the global economy and financial markets
bottom of page