News and Insights

    Report
    US tariff announcements shaped market moves in April, sending bond yields lower as concerns over the impact to global growth directed investor funds out of growth and into defensive assets.
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    Report
    The June quarter was marked by significant volatility, primarily driven by geopolitical tensions and shifting trade policies. Despite these challenges, global equity markets rebounded strongly from the lows in early April
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    Report

    At the stock level, over the last quarter the Fund benefited from its overweight positions in Block Inc CDI (XYZ), Nextdc Ltd (NXT), Orica Ltd (ORI) and Qantas Airways Ltd (QAN). An underweight position in BHP Group Ltd (BHP) also benefited the portfolio.

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    Report
    In the moment markets continue to focus on the announcements from the U.S. Administration. Tariffs remain top of topic and any inference of hikes in tariff rates has led to uncertainty and volatility.
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    Report

    The Fund has demonstrated it generates a dependable distribution stream over the long term with a distribution return of 4.02% over the last three years and 5.39% p.a. since inception. 

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    Report
    FY25 investment market returns were strong across a wide range of asset classes. In the first half of FY25 returns were assisted by lower inflation, expectations of interest rate cuts, resilient economic data and US technology sector earnings growth and investment. 
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    Report
    The latest quarterly report for the Eight Bays Global Fund, shows the Fund has performed strongly over the last Quarter and over the past 12 months, delivering a net return of 5.41% and 17.55% respectively.
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    Equity Trustees partners with T. Rowe Price as Responsible Entity for New T. Rowe Price Global Structured Research Equity Fund in Australia

    Equity Trustees has been appointed Responsible Entity for the newly launched T. Rowe Price Global Structured Research Equity Fund in Australia, continuing a long-standing partnership that has seen more than 10 funds established over 18 years.

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    Philanthropy not just for the wealthy
    Australia has been ranked the fourth most generous country among 119 countries, with three in five Australians making a financial donation to a charity, according to the Charities Aid Foundation (2022) – with the data from the ACNC reporting a total of $19bn in donations and bequests in 2023
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    Equity Trustees partners with Brandes Investment Partners as Responsible Entity for launch of Brandes Global Value Fund in Australia

    Equity Trustees has been appointed Responsible Entity for the new Brandes Global Value Fund in Australia, marking the beginning of an exciting new partnership with US-based global investment manager Brandes Investment Partners.

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    Darren Thompson features on Switzer TV
    Video
    Stay ahead of market trends and insights with Chief Investment Officer, Darren Thompson, in his latest interview with Switzer TV.
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    Equity Trustees Market Outlook FY26
    Report
    The market appears to be ignoring tariff related news instead expecting the TACO (Trump Always Chickens Out) or “Trump put” will play out. The risk is that the equity markets surge emboldens the US President to double down on his tariff plans.
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