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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Spread compression has continued. The Fund is opportunistically taking profit, where appropriate, and reinvesting.
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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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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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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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Investment market returns have remained very strong with many equity markets hitting all-time highs.
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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.
Market Updates & Insights
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Higher than expected inflation data (1% qoq & 3% yoy in trimmed mean) saw markets price out any further rate cuts this year.
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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.
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Get the latest trends from Investment Specialist, Grant Mundell, on this morning's Ausbiz interview.
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George Clapham represented Equity Trustees and Eight Bays Investment Management at Investment Market's latest discussion.
Learn about the latest market trends and insights in our Monthly Market Review series.
Last updated: 21 November 2025