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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Markets will remain on edge as we await Trump’s announcement regarding the imposition of tariffs.
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The markets since April have moved with an interesting trajectory. Equity markets continue to rally despite uncertainty and possible stalling of the bond rally in the U.S.
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The return for April 2025 was impacted by the market uncertainty caused by the imposition of tariffs by the Trump Administration. The Fund was down 17 bp for the month which was a relatively good result given credit spreads widened considerably over the month. Overall, the Fund rolling annual return is 5.50%.
Market Updates & Insights
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Stay ahead of market trends and insights with Chief Investment Officer, Darren Thompson, in his latest interview with Switzer TV.
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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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As part of our ongoing commitment to responsible investing, we have recently attended responsible investment focused conferences in Sydney where we gained valuable insights from an impressive line-up of speakers.
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Get the latest market updates and insights with, Investment Specialist, Grant Mundell's monthly market summary.
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Get the latest market insights and trends in our last monthly market review for 2025.
Watch Darren Thompson share Equity Trustees outlook for FY26 with Ausbiz TV
Last updated: 14 April 2025