Recent market cycles have challenged one of the most relied-upon assumptions in portfolio construction: that bonds will always provide meaningful protection when equities fall. Scott Rundell, CIO at Mutual Limited, explores why traditional defensive allocations may need a rethink in today’s uncertain market environment. Originally presented at Entireti’s Online Series, you can now view the video on demand (watch: 45 mins). CPD points are available for viewing the webinar on-d

Nga Lucas, Portfolio Manager, discusses how the OC Mid-Cap Fund has navigated a volatile market environment, including macroeconomic uncertainty, geopolitical tensions, inflation pressures and the impact of AI disruption on technology stocks. Nga also shares insights into recent portfolio positioning, selected opportunities in quality mid-cap companies, and the team’s outlook for markets over the medium to long term

28 April 2026

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.

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

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.

Scott Rundell, CIO of Mutual Limited, addresses the income challenge faced by retirees, noting the volatility of bank stocks despite consistent dividends. He highlights floating rate notes (FRNs) as a more stable alternative, offering lower capital risk and quicker recovery during market disruptions. Scott also notes the strength of the Australian FRN market, with over $250 billion issued by major banks, providing strong liquidity and reliable access to capital. He emphasizes

In his latest quarterly review, Rob Tucker discusses the implications of the recently passed US “One Big Beautiful Bill,” highlighting how fiscal stimulus and political pressure on interest rates are driving a shift toward fiscal dominance. He explains that this environment is likely to benefit real assets such as gold, infrastructure, and commodities, while supporting a broader rotation toward valuation-driven investing. Rob also highlights standout opportunities within the

Mani from Copia sits down with Wayne Buckingham, Managing Director of Mutual Limited, to discuss the rising interest in credit and high-yield investments, as well as Mutual Limited’s expertise in the space. Wayne explores the appeal of Aussie dollar credit as a liquid alternative to private credit, emphasising Mutual Limited’s disciplined investment approach. He explains how the firm prioritises transparency, stability, and contractual obligations while avoiding the risks ass

Chip Ridley, CFA, Managing Director & Artisan Growth Team Business Leader at Artisan Partners, shares insights on two key investment themes shaping the Artisan Global Discovery portfolio. Chip discusses the transformation of Formula One under new ownership, highlighting its transition to streaming, expanding global reach, and upcoming media rights negotiations that could significantly boost revenue. He also explores the GLP-1 weight loss drug boom and how lesser-known supplie

Scott Rundell, CIO of Mutual Limited, provides an update on the market implications of Donald Trump’s re-election as US President. Scott discusses the potential impact of Trump’s key policy proposals, including steep trade tariffs, corporate tax cuts, deregulation, and controversial immigration measures. While US equity markets have rallied on expectations of tax cuts, inflationary concerns from tariffs are driving bond yields higher, adding uncertainty around future interest

Chip Ridley, CFA, Managing Director & Artisan Growth Team Business Leader at Artisan Partners, shares insights on the market impact of Donald Trump’s re-election as US President. Chip explores the effects of a unified Republican US government, highlighting how political clarity has sparked market rallies. He also examines the potential consequences of Trump’s proposed tariffs, America-first trade policies, and the opportunities emerging in smaller-cap stocks. Emphasising a bo

In his latest quarterly review, Rob Tucker analyses sector performance, identifying which sectors are overvalued and where Chester is taking a constructive portfolio approach. Rob also explores how Chinese fiscal stimulus and the looming US election could shape market dynamics over the next 12 months, and highlights some standout stocks within the portfolio, including Westgold Resources and Austal. Watch the full video below.

Scott Rundell sits down to discuss the recent trends with the RBA, Federal Reserve and what the outlook is for the interest rates in Australia and the US. The topics covered are: - The Federal Reserve's recent rate cut and its potential impact on the RBA's cash rate. - Historical comparisons of Fed and RBA policy strategies and how they have aligned or diverged. - Market dynamics influencing the differences between monetary policy effectiveness in Australia and the US

The August reporting season has highlighted two ongoing trends that have persisted over the past year. Firstly, the banking sector continues to outperform the resources sector, solidifying its position as a leading force within the ASX 300. Secondly, the technology sector's strong earnings per share (EPS) momentum continues to be rewarded with price-to-earnings (PE) expansion.

Chester Asset Management Portfolio Manager and Managing Director Rob Tucker highlights key stock decisions within the Chester High Conviction Fund during the June quarter. The three stocks - two buys and one exit - reflect Chester’s focus on asymmetrical risk – the upside versus downside risk of all stock positions in the portfolio. Rob describes what’s top of mind for Chester looking ahead. In light of a relatively calm equity market in the first half of 2024, Rob believes s

OC Investment Analyst Aaron Yeoh joins Livewire's Chris Conway in "Buy Hold Sell: 5 Growth Stocks for the Next 5 Years."

With APRA on the case for whether hybrid securities should remain accessible to retail investors, Mutual Limited CIO Scott Rundell offers his take on why hybrids have been popular, are they still fit for purpose and what is an alternative should the hybrid pin be pulled?