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.

June 2023 was a milestone month for Mutual’s High Yield Fund (‘MHYF’) with its running yield breaking through 10% per annum, aided by the...

We are pleased to announce the Mutual Cash Fund (MCTDF) received a Recommended rating from Lonsec in its first review of the strategy. In its Product Review dated 25 September 2023, Lonsec describes the Mutual Cash Fund as a "low volatility fund that provides investors with security and minimal risk in generating regular income, with a focus on liquidity management”. The Fund is managed by Mutual Limited and is an actively managed portfolio of deposits offered by the four maj

After repeated scandals and questionable strategic decisions, in March 2023, the 170-year-old Credit Suisse, a pillar of the much-vaunted Switzerland’s banking system, was on the cusp of failure. To avert financial crisis, the Swiss National Bank intervened. Credit Suisse was ushered into the reluctant arms of UBS in a shotgun wedding. Through this process, AT1 investors controversially suffered loss of capital while lower ranked common shareholders where left whole (the prec

Artisan's Approach to Biotechnology and Pharmaceutical Investing Health care has always been an important area of opportunity for the investment team. Within the sector, they tend to find the pharmaceutical and biotechnology industries particularly interesting given the continuous innovation. However, investing in these new innovative therapies can be risky with binary outcomes driven by clinical trial results and Federal Drug Administration (FDA) approvals. This necessitates

Mortgage arrears have been attracting a fair amount of press lately given the aggressive rise in interest rates..

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.

The Reserve Bank of Australia (RBA) has hiked interest rates +400 basis points (bps) in the current cycle, taking the cash rate from emergency policy setting of 0.10% in April 2020 to the current rate of 4.10%, the most aggressive rate hike cycle under the prevailing monetary policy setting regime. Over a similar period, Australia’s inflation rate (core CPI) climbed from -0.3% YoY (June-20) to +7.8% YoY (Sept-22), levels not seen since the early 1990’s. The most recent core

Mutual Limited manages $2.6 billion on behalf of investors across four retail funds and a range of individual wholesale mandates. The firm’s core focus is debt or credit securities that have contractual payment profiles. These securities include principally floating rate notes (FRNs), which are a debt obligation like a typical bond used by banks to fund their lending activities to mainly households or small businesses. FRNs represent a contractual requirement for the banks to

Alan Au will undertake research and analysis of credit securities and will report to Mutual Limited Chief Investment Officer Scott Rundell.

Information relating to financial year end 2023 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 Friday, 30 June You can continue to submit applicatio

Mutual Limited today announced that the Mutual Wholesale Income strategy has been added to FirstChoice’s Investment and Super & Pension platform menus effective 22 May 2023. The strategy gains exposure to the Mutual Income Fund, which seeks to provide a reliable income stream and a high level of capital preservation by investing in a portfolio of Australian bank senior and subordinated floating rate notes, with a concentration to the Big 4 banks. The Fund is designed to provi

OC Funds Management is thrilled to announce the nomination of the OC Dynamic Equity Fund for the Money Management Fund Manager of the Year.

What happens if the US debt ceiling isn't increased or suspended?

We were pleased to be part of a panel discussion at the Lonsec 2023 Symposium, focusing on the merits of active and passive investing.