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
    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
    Read More
    Report

    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.

    Read More
    Report
    In the moment markets continue to focus on the announcements from the U.S. Administration. Tariffs remain top of topic and any inference of hikes in tariff rates has led to uncertainty and volatility.
    Read More
    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.
    Read More
    Report
    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. 
    Read More
    Report

    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. 

    Read More
    Report
    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.
    Read More

    Market Updates & Insights

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

    Read More
    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.
    WATCH NOW
    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.
    Read More
    Eight Bays Investment Management Global Industry ETF Review July 2025
    Report
    Read More
    Darren Thompson shares Equity Trustees outlook for FY26 on Ausbiz TV
    Video
    Watch Darren Thompson on Ausbiz TV
    Watch here
    Responsible Investment 2025 Themes and Conference Feedback
    Report

    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.

    Read More

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

    Last updated: 12 August 2025