With inflation still above the RBA’s comfort level, interest rates likely to peak and ongoing geopolitical tensions, what is the outlook in 2024 for the Australian fixed income investor?

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 Scott also discusses why the 0.25% rise will have a greater impact on a third of households.

Chester Asset Management Co-founder and Portfolio Manager Anthony Kavanagh had the great opportunity to sit down with Jonas Dorling from Money of Mine. The conversation covered all things Chester, how the portfolio is built, the role commodities play as well as all things macro, from China to India to Australia. Click here to subscribe to the monthly report for updates on the current market outlook, Chester's performance and more.

On the latest Talk Ya Book, Chris Judd welcomes back Scott Rundell from Mutual Limited. Scott shares his thoughts on interest rates and property, US inflation data, and the nuances of how inflation is measured in different markets.

Mutual Limited CIO Scott Rundell discusses why the RBA hiked unexpectedly and what’s changed in their thinking. Scott also provides his view on whether more rate rises are coming.

On the latest Talk Ya Book, Chris Judd welcomes back Scott Rundell from Mutual Limited.

“There is a degree of caution as the RBA moves too hard, too fast” Mutual Limited CIO Scott Rundell answers the top questions financial advisers are likely to receive from clients concerned about interest rates rises. As the RBA hikes rates, Bank Bill Swap Rates (BBSW, a reference rate) move higher, often ahead of the RBA moves. All securities held in Mutual’s funds (except the Mutual Cash and Term Deposit Fund - MCTDF) are floating rate notes, whose coupons are set as a fi

“This is the most aggressive rate hike cycle in history” Mutual Limited CIO Scott Rundell answers the top questions financial advisers are likely to receive from clients concerned about interest rates rises, such as how investments may be impacted and where to from here? Scott also discusses why Mutual Limited Funds may be well positioned in this environment.

In the latest episode of the Inside the Rope podcast, Rob Tucker joins Koda Capital Adviser & Partner David Clark for an in-depth chat about the Chester High Conviction Fund, as well as Rob’s outlook on current markets. Click here to listen.