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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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EQT Responsible Investment Global Share Fund Quarterly Report June 2026

The investment landscape entering FY27 remains complex and somewhat different to that which investors faced over the last three years.

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Market Updates & Insights

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Equity Trustees Monthly Market Summary September 2026

While economic growth remains resilient in both Australia and the United States, earnings expectations have begun to soften and monetary policy remains restrictive.

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George Clapham Portfolio Manager, Eight Bays Investment Management, shares his market insights.

EQT Tax Aware Australian Share Fund Quarterly Report C Class June 2026

Since inception, the Fund has generated a total net return of 7.29% p.a. (before franking credits), underperforming the ASX200 Accumulation index by 3.05% p.a.

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EQT Tax Aware Australian Shares Fund Quarterly Report B Class June 2026

The Fund recorded a total net return of 3.13% for the June quarter, underperforming the benchmark by 0.91%.

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EQT Eight Bays Global Fund Class B Quarterly Report June 2026

Over the June quarter the Fund performed well producing a total net return of 14.00% outperforming the benchmark by 0.23%.

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EQT Flagship Fund Class C Quarterly Report June 2026

The investment landscape entering FY27 remains complex and somewhat different to that which investors faced over the last three years.

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EQT Flagship Fund Class B Quarterly Report June 2026

Overall FY27 is shaping as a year in which disciplined stock selection and portfolio diversification are likely to matter more than broad market direction.

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EQT Diversified Fixed Income Fund Quarterly Report June 2026

The June quarter highlighted the increasingly delicate balance facing Australian fixed income markets.

Key forces driving the equity market

In the latest interview with ausbiz, George Clapham from Eight Bays Investment Management discusses how strong earnings growth and continued investment in AI are helping support markets, even as investors navigate geopolitical uncertainty and higher bond yields.

Eight Bays Investment Management Global Industry ETF Review July 2026

The EQT Eight Bays Global Fund has continued to perform strongly investing in global industry-based Exchange Traded Funds (ETFs) that offer exposure to sectors with high growth potential.

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Grant Mundell provides Insights from the Local Reporting Season

In this Interview with ausbiz, Grant Mundell, Investment Specialist at Equity Trustees’ discusses the standout performers from the local reporting season.