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 reflects the Chester High Conviction Fund’s strong long-term performance, driven by our experienced team. A big thank you to Zenith Investment Partners for this recognition, and to the Chester and Copia teams for your hard work and dedication. Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 23 October 2025 ar

We’re honoured to be named a finalist in the 2025 Zenith Fund Awards, in the Australian Fixed Interest category. This recognition reflects our long-term track record of performance and reliability across our four investment strategies. A big thank you to Zenith Investment Partners for this recognition, and to the Mutual and Copia teams for your hard work and dedication. Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 23 October 2025 are

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

A Best Ideas, Global Growth Portfolio 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 it

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

Amid the resurgence of market volatility from US President Trump’s tariff threats, broader policy uncertainty, and elevated equity market valuations, there is a worthy discussion to be had on whether certain asset classes are providing investors sufficient return relative to their evolving risk profiles. Of course, the asset class in the spotlight is bank stocks. So looking at bank-issued securities, what are the main income options available to retail investors and how do th

Copia Investment Partners (Copia) announced the appointment of Mac Dinsmore as Distribution Manager, as the firm deepens its engagement with wholesale clients, private wealth firms and family offices. Mac brings over 15 years’ experience across global asset management and financial services, having held senior roles at Wellington Management in Australia, Europe, and the United States. Most recently, he led Wellington’s financial intermediary business for Australia and New Zea

Chester Asset Management is proud to announce that the Chester High Conviction Fund has been selected as one of three new additions to the Third Link Growth Fund, alongside Australian Eagle and Firetrail Investments. Third Link is a unique Australian equities fund of funds that donates its management fee, net of expenses, to charity. Since inception, the fund has given more than $23 million to not-for-profit organisations focused on youth, education and employment, while deli

We are delighted to share that the Artisan Global Discovery Fund has been shortlisted for the 37th Annual Money Management Fund Manager of the Year Awards 2025. This recognition places Artisan among a select group of leading professionals and fund managers acknowledged for their outstanding contribution to Australia’s financial services industry. With over 116 finalists across three individual and 21 group categories, this year’s awards highlight the depth of talent and innov

Copia Investment Partners (Copia) announced the appointment of Adam Tweedale to its distribution team, boosting support for advisers across Victoria, Western Australia, and Tasmania. Adam rejoins Copia with over two decades of experience in investment distribution, having held senior roles at Lazard Asset Management and Bennelong Funds Management. Backed by an extensive network across the wholesale advice market, he brings deep expertise in business development and relation