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.