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Trump 2.0: Will The Sequel Be Better Than The Original?
Trump is president of the US again, his second bite of the cherry after a brief four-year interlude. What could this mean for portfolios?
Mutual Limited
Nov 13, 20246 min read
Lonsec recognises strong performance: All Mutual Limited Funds Rated "Recommended"
We’re excited to share that in its latest review, Lonsec has rated all Mutual Limited funds as “Recommended.”
Mutual Limited
Nov 8, 20242 min read
Quarterly Thoughts | September 2024
In his latest quarterly review, Rob Tucker analyses sector performance, identifying which sectors are overvalued and where Chester is...
Chester Asset Management
Oct 28, 20241 min read
Lonsec upgrades Chester High Conviction Fund to "Highly Recommended."
We are pleased to announce that Lonsec has upgraded the Chester High Conviction Fund to its highest rating, "Highly Recommended."
Chester Asset Management
Oct 11, 20242 min read
Fed vs. RBA with Scott Rundell
Scott Rundell sits down to discuss the recent trends with the RBA, Federal Reserve and what the outlook is for the interest rates in...
Mutual Limited
Oct 7, 20241 min read
RBA sits pat, cash rate unchanged at 4.35% and no cuts until early 2025
Stocks saw little movement following the announcement Bonds were muted on the statement, but rallied following the press conference ...
Mutual Limited
Sep 25, 20242 min read
So, APRA is taking away your beloved AT1. What are your alternatives?
The Australian bank regulator, APRA, is proposing to phase out Alternative Tier 1 capital (‘AT1’ or ‘Hybrid’) securities for local...
Mutual Limited
Sep 17, 20245 min read
APRA’s New Proposals: What Does It Mean for Investors?
Late last year APRA announced it was reviewing whether AT1 securities were fit for purpose as effective loss absorbing capital.
Mutual Limited
Sep 10, 20243 min read
Public vs Private Credit: Risks, Rewards, and Realities
You should know my views on private credit by now, but if not, I’ll refresh your memories. I’ve done private credit in the past, didn’t enjo
Mutual Limited
Sep 6, 20242 min read
Monthly Fund Reports for July
Post the CPI outcome consensus estimates quickly moved to rates remaining on hold for 2024, although there is a reasonable number of...
Mutual Limited
Aug 7, 20241 min read
Video | Reporting Season Update with Rob Tucker
The August reporting season has highlighted two ongoing trends that have persisted over the past year. Firstly, the banking sector...
Chester Asset Management
Jul 26, 20241 min read
Video | Investment Update with Rob Tucker
Chester Asset Management Portfolio Manager and Managing Director Rob Tucker highlights key stock decisions within the Chester High...
Chester Asset Management
Jul 26, 20241 min read
Private Credit: Don’t be a Fashion Victim?
Private credit has attracted a lot of attention in local markets over recent months. One could say it’s the new ‘black’ of the investment...
Mutual Limited
Jul 25, 20245 min read
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
Consumer Sector Spotlight: Restaurant Footprint Expansion Opportunities
Understanding the health of the global consumer is essential to forecasting economic growth, considering that consumer spending...
Artisan Partners | In Partnership with Copia
Jul 3, 20246 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
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