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...
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Scott Rundell
- Sep 10
- 3 min
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 6
- 2 min
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
Mutual Limited
- Aug 7
- 1 min
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...
Scott Rundell
- Jul 25
- 5 min
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...
Mutual Limited
- Jul 16
- 1 min
Monthly Fund Reports for June
Macro growth and inflation trajectories, combined with the path of monetary policy settings remain the core dominating themes for...
Mutual Limited
- Jun 21
- 1 min
Monthly Fund Reports for May
Market pricing for the end of year cash rate was largely unchanged through May, with no rate cuts priced in until well into 2025, likely...
Mutual Limited
- May 8
- 1 min
Why hybrid securities are so popular and what their future holds
With APRA on the case for whether hybrid securities should remain accessible to retail investors, Mutual Limited CIO Scott Rundell offers...
Scott Rundell
- Apr 23
- 5 min
What’s the outlook for hybrid availability for retail investors, and what’s an alternative?
Retail investors have proven their affection for bank issued hybrid securities. And why not? They have historically paid a stable income,...
Mutual Limited
- Mar 4
- 1 min
Unitholder Announcement: Change to Auditor
Dear unitholders, In accordance with ASIC Regulatory Guide 26, we wish to advise that Grant Thornton Audit Pty Ltd has been appointed...
Mutual Limited
- Dec 13, 2023
- 4 min
Floating Rate Notes: Defensive anchors in fixed income
For fixed income investors, trying to predict the interest rate cycle and bond prices is like catching a falling knife, which in the end...
Mutual Limited
- Dec 12, 2023
- 1 min
Webinar | Fixed Income with 2024 Vision
With inflation still above the RBA’s comfort level, interest rates likely to peak and ongoing geopolitical tensions, what is the outlook...
Mutual Limited
- Nov 10, 2023
- 1 min
The November rate rise and the variables behind it
Scott Rundell, CIO of Mutual Limited, provides a hot take on the latest November rate rise. The RBA is focusing on two key variables, and...
Vladimir Slaviero
- Oct 15, 2023
- 5 min
Mutual High Yield Fund yield rises above 10%
June 2023 was a milestone month for Mutual’s High Yield Fund (‘MHYF’) with its running yield breaking through 10% per annum, aided by the...
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