Truck Loans Australia :: News
SHARE

Share this news item!

Australian Fund Managers Brace for Impacts of US Tariff Policy

Australian Fund Managers Brace for Impacts of US Tariff Policy

Australian Fund Managers Brace for Impacts of US Tariff Policy?w=400

The information on this website is general in nature and does not take into account your objectives, financial situation, or needs. Consider seeking personal advice from a licensed adviser before acting on any information.

The imposition of US tariffs under former President Donald Trump's administration is predicted to challenge Australia's publicly listed fund managers, according to analysis by research and ratings firm Morningstar.
Shaun Ler, an equity analyst with Morningstar, suggests that these financial entities might experience a gradual decline in earnings over the medium term due to reduced cyclical benefits from interest rate cuts and increased market volatility.

Despite the anticipated challenges, the full ramifications of tariff uncertainties may not be completely realized until the fiscal year 2026. Ler notes that while these pressures will affect fund managers, the immediate fiscal year should see manageable impacts. The growing volatility and priced-in rate cuts are expected to dampen business momentum, with fee compression and investment in growth impeding earnings advancement.

A trend of market share loss is visible among the covered fund managers, with companies such as GQG, Perpetual, Magellan, and Platinum expected to see net outflows persisting over the coming five years. Yet, despite potential near-term earnings challenges from tariffs, Morningstar's fair value estimates for firms like Challenger, GQG, Insignia, Magellan, Perpetual, Pinnacle, and Platinum remain unchanged.

The analysis reflects that these forecasts account for weaker market returns and fund flows in the short term. Historical patterns from fiscal years 2020 to 2024 demonstrate a trend of investor pessimism giving way to increased risk appetite once uncertainties and volatility diminish.

Even within this challenging landscape, Morningstar identifies Perpetual and Insignia as good value at present prices. Perpetual is expected to gain from cost reductions, fund compounding, and stable corporate trust earnings, whereas Insignia might benefit from moderated fee compression, consistent fund flows, and eco-scalable cost adjustments.

Published:Tuesday, 22nd Apr 2025
Author: Paige Estritori

Please Note: We do not endorse any specific products or companies. Some content is sourced from third parties, including press releases, and may not be independently verified for accuracy or completeness.

Share this news item:

Rate this article

0 Comments

No comments yet. Be the first to share your thoughts.

Finance News

Xpeng X9 Signals a New Electric Family Mover for Australia
Xpeng X9 Signals a New Electric Family Mover for Australia
21 Jun 2026: Paige Estritori
Australia’s electric vehicle market is broadening beyond compact SUVs and sedans, with Xpeng preparing to bring its X9 electric people mover closer to local showrooms. The brand, which entered Australia with the G6 electric SUV in 2024, now has a local web presence for the X9 and the model has already appeared in Australian approval records, suggesting a launch is moving from speculation to serious preparation. - read more
Leapmotor C10 Long Range Sharpens Australia’s EV Value Equation
Leapmotor C10 Long Range Sharpens Australia’s EV Value Equation
21 Jun 2026: Paige Estritori
Leapmotor has given Australian electric SUV shoppers a timely value update, confirming a revised MY26 C10 battery-electric range that focuses on longer range, quicker charging and a simpler line-up. For buyers weighing up an electric car loan, the headline is straightforward: the updated C10 Design Long Range keeps its $49,888 price before on-road costs while adding meaningful hardware improvements. - read more
Businesses Accelerate EV and Battery Finance Amid Fuel Volatility
Businesses Accelerate EV and Battery Finance Amid Fuel Volatility
21 Jun 2026: Paige Estritori
Australian businesses are increasingly treating electrification as a cost-control strategy, not just an environmental decision. Recent reporting on bank lending data shows a sharp rise in finance for green equipment, with NAB saying its green equipment loan uptake between March and May 2026 was almost double the level recorded over the same period last year. - read more
RBA Holds Rates, But Homeowners Should Stay Ready
RBA Holds Rates, But Homeowners Should Stay Ready
21 Jun 2026: Paige Estritori
Australian mortgage holders received a brief reprieve on 16 June 2026, when the Reserve Bank of Australia left the cash rate unchanged at 4.35%. After three consecutive increases earlier this year, the pause means many variable-rate borrowers will not face an automatic repayment jump from this particular meeting. However, the message from the central bank was cautious rather than celebratory: inflation remains above target, and further tightening has not been ruled out. - read more
Caravan Parks Turn to Winter Offers as Travel Budgets Tighten
Caravan Parks Turn to Winter Offers as Travel Budgets Tighten
20 Jun 2026: Paige Estritori
Australian caravanners are being given fresh reasons to consider a winter getaway, with some park operators responding to softer demand by making off-season stays more attractive. The latest example comes from Barwon Coast Caravan Parks on Victoria’s Bellarine Peninsula, which is using a bold winter campaign and accommodation incentives to encourage travellers to visit outside the traditional summer peak. - read more


Truck Loans Articles

Maximizing Your Investment: Strategies for Enhancing Truck Resale Value in Australia
Maximizing Your Investment: Strategies for Enhancing Truck Resale Value in Australia
The commercial vehicle market in Australia is a cornerstone of the transportation and logistics industries, with trucks playing an indispensable role. Whether for long-haul deliveries across the vast distances of the continent or for urban distribution, trucks are critical assets for businesses and entrepreneurs alike. This significance makes it essential for commercial vehicle buyers to understand the dynamics of truck resale values in Australia. - read more
Essential Checklist for Commercial Vehicle Loan Approval
Essential Checklist for Commercial Vehicle Loan Approval
In the journey to secure a commercial vehicle loan, preparation is key. Just as a vehicle needs to be in perfect condition to hit the road, your loan application requires meticulous attention to detail to ensure a green light from lenders. This article embarks on the essential journey of understanding the critical checkpoints before applying for a commercial vehicle loan. We navigate through the path of prerequisites that pave the way for a seamless approval process. - read more
The Pros and Cons of Leasing vs. Buying a Truck for Your Business
The Pros and Cons of Leasing vs. Buying a Truck for Your Business
Small businesses that require regular transportation of goods may find it essential to purchase a truck. However, this acquisition can become a significant investment that requires careful consideration before making a decision. The two options available are buying or leasing a truck. In this article, we will explore the pros and cons of each option to help you make an informed choice. - read more
Understanding Credit Scores and Their Impact on Your Commercial Vehicle Loan Terms
Understanding Credit Scores and Their Impact on Your Commercial Vehicle Loan Terms
Finding the right financing for a commercial vehicle in Australia can be a critical step for businesses and individuals alike. Whether it's for a single van or an entire fleet of trucks, understanding the intricacies of commercial vehicle loans is key to securing a deal that aligns with your financial goals. One factor that stands out in determining your loan terms is the credit score—a numerical representation of your creditworthiness. - read more
Essential Financial Safety Nets for Aussie Truck Drivers
Essential Financial Safety Nets for Aussie Truck Drivers
Welcome to the road less traveled, where the rubber meets financial prudence. Truck driving in Australia is not just about long miles but also about ensuring financial stability amidst life's crossroads. As a truck driver, taking the wheel of your financial future is crucial, and that's what we'll navigate in this article. - read more


Start Here

Get a free truck loan eligibility assessment and compare truck finance and leasing options without accessing your credit file!!
Loan Amount:
Postcode:

All quotes are provided obligation-free by a participating broker from our national referral partner network. We respect your Privacy.


Knowledgebase
Collateral:
An asset that a borrower offers as a way for a lender to secure the loan.