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Market Check-In: Geopolitics, Credit, Inflation and the Interest Rate Outlook


With geopolitical tensions rising and oil prices moving higher, investors are once again navigating a more uncertain market environment.


In this Market Check-In, John Clothier, Head of Distribution at Copia Investment Partners, speaks with Scott Rundell, CIO at Mutual Limited, about the key forces currently shaping markets.


Their discussion covers:

  • The potential impact of geopolitical events on markets

  • Why oil prices and inflation remain key considerations for investors

  • The outlook for interest rates

  • What current conditions mean for liquidity and credit markets


Despite recent volatility, the Australian credit market continues to function normally, with investors taking a more cautious approach amid ongoing uncertainty.


Watch the full conversation for Scott’s latest market insights and his outlook for inflation, interest rates and credit markets.

 
 
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Mutual Limited (AFSL No. 230347) is the issuer of interests in the Mutual Limited Funds.

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The Mutual Limited Funds have been rated by external rating agencies, for further information relating to these agencies see here.

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