Loading...

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

Report

EQT Tax Aware Australian Share Fund Quarterly Report B Class September 2026

Global markets continue to be supported by resilient economic growth, moderating inflation and generally positive corporate earnings outcomes.

Report

Market Updates & Insights

Report

Equity Trustees Monthly Market Summary October 2026

October was characterised by a shift towards more defensive area of the market.

Video

Key forces driving the equity market

George Clapham Portfolio Manager, Eight Bays Investment Management, shares his market insights.

EQT Tax Aware Australian Share Fund Quarterly Report C Class September 2026

A key driver of market returns remains the substantial investment being directed towards artificial intelligence infrastructure.

Report

EQT Responsible Investment Global Share Fund Quarterly Report September 2026

The third quarter of 2026 was again characterised by strong US earnings driven by the accelerating artificial intelligence (AI) capex surge.

Report

EQT Flagship Fund Class C Quarterly Report September 2026

Inflation has proven stickier than expected, fiscal deficits remain elevated, , and long-term government bond yields have moved higher.

Report

EQT Flagship Fund Class B Quarterly Report September 2026

Global markets continue to be supported by resilient economic growth, moderating inflation and generally positive corporate earnings outcomes.

Report

EQT Diversified Fixed Income Fund Quarterly Report September 2026

The September quarter was characterised by a renewed rise in global bond yields as investors responded to persistent inflation.

Report

EQT Eight Bays Global Quarterly Report September 2026

In the September 2026 quarter, there were minor rebalances including adding to Nvidia and the Information Technology ETF.

In the latest interview with ausbiz, George Clapham from Eight Bays Investment Management discusses how strong earnings growth and continued investment in AI are helping support markets, even as investors navigate geopolitical uncertainty and higher bond yields.

Eight Bays Investment Management Global Industry ETF Review July 2026

The EQT Eight Bays Global Fund has continued to perform strongly investing in global industry-based Exchange Traded Funds (ETFs) that offer exposure to sectors with high growth potential.

Video

Grant Mundell provides Insights from the Local Reporting Season

In this Interview with ausbiz, Grant Mundell, Investment Specialist at Equity Trustees’ discusses the standout performers from the local reporting season.