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    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

    Report
    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.
    Report
    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.
    Report
    Investment market returns have remained very strong with many equity markets hitting all-time highs.
    Report
    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.
    Report
    Credit has continued to perform supported by both reasonable economic conditions and positive equity markets.
    Report
    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
    Report
    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.

    Market Updates & Insights

    Grant Mundell interviews with Ausbiz
    Video
    Get the latest trends from Investment Specialist, Grant Mundell, on this morning's Ausbiz interview.
    EQT Monthly Market Summary September 2025
    Report
    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.
    EQT Monthly Market Summary - August 2025
    Report

    Despite a slightly softer top line, earnings results were broadly sound relative to expectations. Company guidance was slightly softer, however.

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

    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.
    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.

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

    Last updated: 17 October 2025