We view private credit as a potentially valuable component of a diversified portfolio for investors seeking income and long-term capital appreciation. However, it is not a substitute for liquidity, nor is it risk-free. While the asset class can offer attractive income and portfolio diversification benefits, investors need to tread warily given broader risk dynamics and to fully understand said risks vs return prospects.   Recent developments have brought private credit back i

With geopolitical tensions rising and oil prices moving higher, investors are once again navigating a more uncertain market environment. Despite recent volatility, the Australian credit market continues to function normally, with investors taking a more cautious approach amid ongoing uncertainty.

It is understandable that households with a mortgage would feel frustrated to see interest rates move higher just as inflation appeared to be easing. The Reserve Bank of Australia’s (RBA) recent decision to lift rates surprised some observers. From the RBA’s perspective, and for many market watchers, the logic is straightforward. Understanding that logic helps investors frame how portfolios should be positioned from here. Importantly, while higher rates pressure borrowers, th

In this video, Chip Ridley, CFA, Managing Director, reflects on a bittersweet 2025. While absolute returns were solid and longer term performance remains strong, results were mixed relative to the broader market. He discusses the key drivers of the year, including AI related positioning, challenges in software and healthcare, and the impact of being underweight financials. Chip also outlines portfolio adjustments and highlights opportunities ahead in healthcare, European defe

Markets have a habit of creating confidence just as risks start to shift. 2025 was a good example. Inflation looked beaten. Rate cuts arrived. Asset prices responded accordingly. And yet, by year-end, investors were once again grappling with uncertainty around inflation, policy direction and global stability. As CIO at Mutual Limited, my role is to help translate market complexity into clear, practical guidance for investment team, and where helpful, our clients.  For inv

Structured to capitalize on the Artisan Partners Growth Team’s 20-plus years’ experience of growth investing, the Artisan Global Discovery Strategy is a highly flexible portfolio of companies representing some of the team’s best ideas across the global economy. Some key attributes of the strategy include: Unconstrained Market Cap and Geographic Mandates Absent an upper limit on the strategy’s market-cap mandate, the team can stick with its global investment campaigns through

Chester Asset Management is proud to announce that we have won the Australian Equities – Large Cap category at the 2025 Zenith Investment Partners Fund Awards. The annual awards, hosted by Zenith Investment Partners, recognise excellence across Australia’s funds management industry, celebrating outstanding investment performance, process, and client engagement. This recognition reflects the strength of Chester’s investment team, the consistency of its process, and a continued

In this video, Jason White, Portfolio Manager of the Artisan Global Discovery Fund, explores growth opportunities in healthcare, defence, aerospace and AI, and closes with an update on portfolio positioning and the holdings driving long-term growth. Click below to watch the full video.

We’re happy to be named a finalist in the 2025 Zenith Fund Awards, in the Australian Equities – Large Cap category. This recognition...

We’re honoured to be named a finalist in the 2025 Zenith Fund Awards, in the Australian Fixed Interest category.   This recognition...

Scott Rundell, CIO of Mutual Limited, addresses the income challenge faced by retirees, noting the volatility of bank stocks despite...

A Best Ideas, Global Growth Portfolio Structured to capitalize on the Artisan Partners Growth Team’s 20-plus years’ experience of growth...

In his latest quarterly review, Rob Tucker discusses the implications of the recently passed US “One Big Beautiful Bill,” highlighting...

Information relating to financial year end 2025 is now available. If you have any questions, please contact our Client Services Team: P : 1800 442 129 or +61 3 9602 3199 E : clientservices@copiapartners.com.au Application and redemption processing on hold Applications and redemptions will not be processed until the distributions have been finalised The hold applies to any applications and redemptions placed after 2pm AEST on Monday, 30th June You can continue to submit applic

Amid the resurgence of market volatility from US President Trump’s tariff threats, broader policy uncertainty, and elevated equity market...

After an extremely volatile April, the month of May proved somewhat tame by comparison. While tariff uncertainty persists, risk appetite for the main part was constructive. There were the occasional tariff spot fires, such as Trump announcing a 50% tariff on European goods, but they were promptly paused pending further negotiations.