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Reports and Insights

Our investment insights below are to assist you, to better understand how you may be affected by changes in the ever changing investment landscape.

Latest Fund Commentary

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Spectrum Strategic Income Fund Monthly Summary November 2025

The market has moved away from any rate cuts in the coming months, however, there is a possibility later in 2026 and especially so if inflation moves towards the lower end of the band and employment stumbles

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Market Updates & Insights

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Darren Thompson speaks with Ausbiz on global economic conditions and potential impact on market

Get that latest market news and updates from our own Chief Investment Officer, Darren Thompson.

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Get that latest market news and updates from our own Chief Investment Officer, Darren Thompson.

Last updated: 21 November 2025

EQT Diversified Fixed Income Fund Quarterly Report September 2025

Australian 10-yr bond yields have traded within a 50bp range over the past 12 months, a trend that we expect to continue in the forthcoming period.

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EQT Tax Aware Australian Shares Fund Quarterly Report September 2025

RBA rate cuts have started to support the domestic economy, the labour market remains relatively tight, and government spending remains supportive, but higher inflation may limit the amount of future rate cuts.

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EQT Flagship Fund Class C Quarterly Report September 2025

The September quarter gains were supported by central bank rate cuts, the AI investment boom, ongoing resilience in global economies, reduced uncertainty around US tariffs and solid corporate earnings.

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EQT Flagship Fund Class B Quarterly Report September 2025

Investment market returns have remained very strong with many equity markets hitting all-time highs.

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EQT Eight Bays Global Fund Class B Quarterly Report September 2025

The September quarter continued the rally that was seen post the Liberation Day lows in early April. Easing trade tensions, solid corporate earnings, central bank rate cuts and massive AI-related investment spurred gains in international equities.

Are credit spreads too tight?

Many market pundits are talking about credit spreads being too tight, but are they really?

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Equity Trustees Monthly Market Summary November 2025

After falling early in the month on AI related valuation concerns and a hawkish shift from the RBA, equities staged a late month rally.

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Equity Trustees Market Outlook October 2025

Our expectation is for lower overall diversified portfolios returns in FY26 relative to what was received in FY25 predominantly due to higher equity market valuations, lower income yields (which are less volatile in nature) and sub trend macro-economic growth.