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June 2026 Quarterly Outlook – Still waters run deep
Equity indices continue to climb, with a narrow cohort of AI-driven businesses across semiconductors, hyperscalers and adjacent growth franchises driving a disproportionate share of returns. Credit spreads remain tight, and capital markets have so far remained receptive to ever-larger AI-related funding needs.
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Prosperity Investing – The Mutual Trust Wealth Story
Most wealth managers will ask you two questions: what return do you want, and how much risk will you take. This report argues that those questions, while important, are not the ones that determine long-term success for families. Drawing on more than 100 years of experience, Mutual Trust shows that enduring prosperity comes from aligning financial decisions with what matters most to the family.
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The tax implications of the Great Wealth Transfer
Over the next two decades, Australia will witness an unprecedented shift in intergenerational wealth, with an estimated $5.4 trillion set to change hands. For families with substantial wealth, this isn’t just a financial transaction; it’s a defining moment that will shape legacies, family relationships and impact for generations to come.
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Purpose of Wealth Podcast
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Insights
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Videos
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Thought Leadership
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Why we exist
Mutual Trust’s entrenched philosophy of integrity and shared purpose is equally as relevant to the way we engage our clients today, as it was to our predecessors.
Jeff Steiner
Partner, Head of Family Office
Purpose of
Wealth Podcast
A brand new podcast from Mutual Trust. Join us as we discuss the secret to growing and protecting intergenerational wealth.
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