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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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EQT Responsible Investment Global Share Fund Quarterly Report December 2025

Global equities are forecast to deliver double digit earnings growth across both developed and emerging markets.

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Market Updates & Insights

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EQT Eight Bays Global Industry ETF Review

Equity returns over the past three years have been exceptionally strong, with the benchmark MSCI ACWI ETF delivering a 21.7% compound annual growth rate in USD terms during this period.

Equity Trustees Monthly Market Summary January 2026

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Learn about the latest market trends and insights in our Monthly Market Review series.

Last updated: 22 January 2026

EQT Tax Aware Australian Share Fund B Class Quarterly Report December 2025

The RBA held rates steady at 3.6% over the quarter but shifted more hawkishly as the quarter progressed post higher than expected inflation.

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EQT Tax Aware Australian Share Fund C Class Quarterly Report December 2025

2026 looks set for global economic growth to remain broadly resilient supporting equity markets earnings growth.

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EQT Flagship Fund Class B Quarterly Report December 2025

Despite a range of risks investment markets have performed strongly over the last three years supported by resilient global economic growth, AI driven earnings growth and, more recently, interest rates cuts.

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EQT Flagship Fund Class C Quarterly Report December 2025

Despite higher-than-average equity market valuations, strong earnings growth should provide for moderate gains.

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EQT Eight Bays Global Fund Class B Quarterly Report December 2025

Global equity markets closed the year strongly amid monetary easing, fiscal support, AI-driven growth, weaker USD, and resilient earnings. Notably, the strength was broad-based spanning U.S., Europe, UK, and emerging markets with cyclical, tech, and commodity-linked sectors benefiting most.

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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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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.

Markets kicked off 2026 with momentum as equities climbed commodities surged and Australia’s economy held firm despite rate pressure. With earnings strength building and global growth set to outperform we’re leaning into diversification favouring global equities and ready to pounce on opportunities in Australian Fixed Interest above a 4.5% 10‑year yield.

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Grant Mundell speaks with Ausbiz on the latest global economic conditions and potential impact on the market

Watch our own Investment Specialist Grant Mundell speak with Ausbiz about the latest market news and updates.

Watch here

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Amanda Sartor speaks with ausbiz on how australians are turning to philanthropy over presents

For more about how Australians are rethinking Christmas giving.

Watch Here