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
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.
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.
Market Updates & Insights
Report
Higher than expected inflation data (1% qoq & 3% yoy in trimmed mean) saw markets price out any further rate cuts this year.
Report
Our expectation is for lower overall diversified portfolios returns in FY26 relative to what was received in FY25 predominantly due to higher equity market valuations, lower income yields (which are less volatile in nature) and sub trend macro-economic growth.
Video
Get the latest trends from Investment Specialist, Grant Mundell, on this morning's Ausbiz interview.
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.
Report
Despite a slightly softer top line, earnings results were broadly sound relative to expectations. Company guidance was slightly softer, however.
Video
George Clapham represented Equity Trustees and Eight Bays Investment Management at Investment Market's latest discussion.
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.
Grant Mundell shares market trends and insights in latest interview with Ausbiz TV.
Last updated: 22 October 2025