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...
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Scott Rundell
Nov 146 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?
Mutual Limited
Nov 82 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
Oct 71 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
Sep 252 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 175 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...
Scott Rundell
Sep 103 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 62 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
Mutual Limited
Aug 71 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...
Scott Rundell
Jul 255 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...
Mutual Limited
Jul 161 min read
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 211 min read
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 81 min read
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 235 min read
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,...
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