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Floating Rate Notes: Defensive anchors in fixed income

For fixed income investors, trying to predict the interest rate cycle and bond prices is like catching a falling knife, which in the end may have costly consequences. Fixed income investors don’t need to try their luck at catching.

US Election Update

Scott Rundell, CIO of Mutual Limited, provides an update on the market implications of Trump’s re-election as US President. Scott discusses the potential impact of Trump’s key policy proposals, including steep trade tariffs, corporate tax cuts, deregulation, and controversial immigration measures. While US equity markets have rallied on expectations of tax cuts, inflationary concerns from tariffs are driving bond yields higher, adding uncertainty around future interest rate cuts.


For Australia, Scott highlights the risks tied to US-China tensions, which could affect exports and inflation, as well as the broader economic outlook. He also emphasizes the long-term uncertainty around Trump’s ability to deliver on these policies, underscoring the difference between campaign promises and governance.

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No more lock up:
Term deposits 
without the term

The Mutual Cash Fund invests in a pool of Big 4 bank deposits providing at call access.

Bonds Vs Equities:
Stacking up your risk

One of the most compelling ways to understand your investment risk is to measure where you stand in a company’s capital structure if it enters troubled waters.

Copia Investment Partners is proud to be the exclusive distributor of Mutual Limited, providing distribution, client servicing and marketing support.

*Performance targets for the Mutual Cash Fund, Mutual Income Fund, Mutual Credit Fund and the Mutual High Yield Fund are expressed per annum and after fees.

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