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

Surge in Personal Loans as Australians Grapple with Rising Living Costs
Surge in Personal Loans as Australians Grapple with Rising Living Costs
09 Jun 2026: Paige Estritori
In the first quarter of 2026, Australians have borrowed a record $5.1 billion in personal loans, according to the Australian Bureau of Statistics. This significant increase reflects the mounting financial pressures faced by households due to escalating living costs. - read more
Australian Government Fast-Tracks $6.15 Billion to Bolster Business Resilience
Australian Government Fast-Tracks $6.15 Billion to Bolster Business Resilience
09 Jun 2026: Paige Estritori
In response to ongoing global disruptions affecting local industries, the Australian government has expedited the release of $6.15 billion in concessional capital to support businesses. This initiative aims to protect manufacturing and supply chain enterprises from market volatility and to encourage investments in production capacity and decarbonisation efforts. - read more
Plenti Group Achieves Record Profit Growth in FY26
Plenti Group Achieves Record Profit Growth in FY26
09 Jun 2026: Paige Estritori
Plenti Group Limited has reported a remarkable 117% increase in Cash Profit Before Tax (PBT), reaching $30.8 million for the financial year ending 31 March 2026. This substantial growth underscores the company's successful execution of its strategic objectives and the robustness of its digital lending platform. - read more
Record High Personal Loan Borrowing Amidst Rising Living Costs in Australia
Record High Personal Loan Borrowing Amidst Rising Living Costs in Australia
09 Jun 2026: Paige Estritori
In the first quarter of 2026, Australians have borrowed a record $5.1 billion in personal loans, as reported by the Australian Bureau of Statistics. This significant increase reflects the mounting financial pressures faced by individuals due to escalating living costs. - read more
Latitude Financial Penalised for Breaching Australian Spam Regulations
Latitude Financial Penalised for Breaching Australian Spam Regulations
09 Jun 2026: Paige Estritori
Latitude Financial, Australia's largest non-bank consumer finance company, has been fined $3.96 million by the Australian Communications and Media Authority (ACMA) for violating spam laws. The company sent over 2.3 million marketing messages between March 2024 and April 2025 without accurate contact information, and nearly 345,000 of these lacked a functional unsubscribe option. - read more


Truck Loans Articles

Essential Document Checklist for Truck Loan Approval: What You Need to Know
Essential Document Checklist for Truck Loan Approval: What You Need to Know
Getting the right truck loan can be essential for business owners who rely on commercial vehicles. These loans cover a variety of commercial vehicle types and are crucial for ensuring your business operations run smoothly. Truck loans, specifically, provide the necessary finances to purchase trucks, which are indispensable in industries like logistics and delivery services across Australia. - read more
The Ins and Outs of Commercial Truck Loans: A Buyer's Guide in Australia
The Ins and Outs of Commercial Truck Loans: A Buyer's Guide in Australia
Commercial trucks serve as the lifeblood of the Australian economy, providing vital links between industries and markets across the vast landscapes. The importance of these heavy-duty vehicles cannot be overstated, as they are pivotal in ensuring the smooth operation of both urban and rural businesses alike. Engaging in the commercial truck market is a significant investment, and understanding the ins and outs of financing such a purchase is crucial for business success. - 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
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
How to Choose the Right Lender for Your Commercial Truck Loan
How to Choose the Right Lender for Your Commercial Truck Loan
For many Australian businesses, purchasing a commercial vehicle is a significant investment that often requires financial assistance. Understanding the intricacies of truck financing is crucial, as the right loan can affect your company's bottom line and operational efficiency. With a plethora of lenders offering myriad loan products, choosing the most advantageous deal can be daunting. - 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
Liquidity:
The ease with which an asset or security can be converted into cash without affecting its market price.