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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
Jul 16, 20241 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
Jun 21, 20241 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...
Mutual Limited
May 8, 20241 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,...
Scott Rundell
Apr 23, 20245 min read
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
Mar 4, 20241 min read
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 13, 20234 min read
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
Dec 12, 20231 min read
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...
Mutual Limited
Nov 10, 20231 min read
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...
Vladimir Slaviero
Oct 15, 20235 min read
Mutual Cash Fund rated "Recommended" by Lonsec
We are pleased to announce the Mutual Cash Fund (MCTDF) received a Recommended rating from Lonsec in its first review of the strategy. In...
Mutual Limited
Oct 3, 20232 min read
Retail investors may be curtailed from popular bank convertible bonds: APRA
After repeated scandals and questionable strategic decisions, in March 2023, the 170-year-old Credit Suisse, a pillar of the much-vaunted...
Scott Rundell
Sep 30, 20235 min read
Limitations of RMBS Arrears as an Indicator of Mortgage Stress
Mortgage arrears have been attracting a fair amount of press lately given the aggressive rise in interest rates..
Scott Rundell
Aug 25, 20238 min read
Chris Judd's Talk Ya Book with Scott Rundell ep: 125
On the latest Talk Ya Book, Chris Judd welcomes back Scott Rundell from Mutual Limited. Scott shares his thoughts on interest rates and...
Mutual Limited
Aug 22, 20231 min read
Fixed versus floating rate exposure | Is it time to switch?
The Reserve Bank of Australia (RBA) has hiked interest rates +400 basis points (bps) in the current cycle, taking the cash rate from...
Scott Rundell
Aug 22, 20239 min read
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