Reports and Insights

    Abstract

    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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    Credit has continued to perform supported by both reasonable economic conditions and positive equity markets.
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    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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    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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    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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    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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    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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    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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    Market Updates & Insights

    Grant Mundell interviews with Ausbiz
    Video
    Get the latest trends from Investment Specialist, Grant Mundell, on this morning's Ausbiz interview.
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    EQT Monthly Market Summary September 2025
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    As expected, the RBA kept rates on hold at 3.6%. The market is now only assuming an 80% chance of one more rate cut locally.
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    EQT Monthly Market Summary - August 2025
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    Despite a slightly softer top line, earnings results were broadly sound relative to expectations. Company guidance was slightly softer, however.

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    Global Equities: Smarter Exposure to Global Growth
    Video
    George Clapham represented Equity Trustees and Eight Bays Investment Management at Investment Market's latest discussion.
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    Market Outlook August 2025
    Video
    Grant Mundell shares market trends and insights in latest interview with Ausbiz TV.
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    EQT Monthly Market Summary July 2025
    Report

    Middle East tensions escalated during the month, culminating in the U.S. military launching a series of strikes on Iranian nuclear facilities—a significant escalation in the regional conflict that began with Israel’s surprise airstrikes on Iranian territory on June 13.

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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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    Grant Mundell shares market trends and insights in latest interview with Ausbiz TV.

    Last updated: 9 October 2025