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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 December 2025

Global equities are forecast to deliver double digit earnings growth across both developed and emerging markets.

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Market Updates & Insights

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Responsible investing for not-for-profit organisations in 2026

Join Equity Trustees for an exclusive webinar exploring the key Responsible Investing (RI) themes in focus for 2026.

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Equity Trustees Monthly Market Summary February 2026

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Learn about the latest market trends and insights in our Monthly Market Review series.

EQT Tax Aware Australian Share Fund B Class Quarterly Report December 2025

The RBA held rates steady at 3.6% over the quarter but shifted more hawkishly as the quarter progressed post higher than expected inflation.

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EQT Tax Aware Australian Share Fund C Class Quarterly Report December 2025

2026 looks set for global economic growth to remain broadly resilient supporting equity markets earnings growth.

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EQT Flagship Fund Class B Quarterly Report December 2025

Despite a range of risks investment markets have performed strongly over the last three years supported by resilient global economic growth, AI driven earnings growth and, more recently, interest rates cuts.

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EQT Flagship Fund Class C Quarterly Report December 2025

Despite higher-than-average equity market valuations, strong earnings growth should provide for moderate gains.

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EQT Eight Bays Global Fund Class B Quarterly Report December 2025

Global equity markets closed the year strongly amid monetary easing, fiscal support, AI-driven growth, weaker USD, and resilient earnings. Notably, the strength was broad-based spanning U.S., Europe, UK, and emerging markets with cyclical, tech, and commodity-linked sectors benefiting most.

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Spectrum Strategic Income Fund Monthly Summary November 2025

The market has moved away from any rate cuts in the coming months, however, there is a possibility later in 2026 and especially so if inflation moves towards the lower end of the band and employment stumbles

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EQT Diversified Fixed Income Fund Quarterly Report September 2025

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.

Australia’s economy is still being shaped by stubborn inflation, with the Reserve Bank lifting the cash rate by 0.25% to 3.85% and signaling that more increases may be needed to keep price pressures in check.

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Darren Thompson returns to Ausbiz TV

Darren Thompson returns to Ausbiz TV discussing the latest market trends and insights.

Watch here

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EQT Eight Bays Global Industry ETF Review

Equity returns over the past three years have been exceptionally strong, with the benchmark MSCI ACWI ETF delivering a 21.7% compound annual growth rate in USD terms during this period.