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

Strong Marina Data Points to a Competitive Boat Buying Market
Strong Marina Data Points to a Competitive Boat Buying Market
26 Jun 2026: Paige Estritori
Australia’s marina sector has delivered one of the clearest signals yet that boating demand remains resilient, even as households continue to navigate higher living costs and careful lending conditions. The Marina Industries Association’s latest research, covering the 2025 Health of the Australian Marina Industry Survey and the 2026 Employment & Salary Survey, paints a picture of an industry with solid revenue, high occupancy and a growing need for investment. - read more
New DFAC WorkReady Truck Sharpens the Light-Duty Finance Decision
New DFAC WorkReady Truck Sharpens the Light-Duty Finance Decision
26 Jun 2026: Paige Estritori
DFAC Trucks Australia has added a new challenger to the busy light-duty market, launching the Captain 45 WorkReady with an introductory drive-away price of $59,990. For tradies, contractors and small transport operators who have outgrown a dual-cab ute, the arrival of a ready-to-work 4.5-tonne truck at this price point could make the step into a larger payload vehicle more achievable. - read more
What Judo Bank’s Loan Losses Mean for SME Borrowers
What Judo Bank’s Loan Losses Mean for SME Borrowers
26 Jun 2026: Paige Estritori
Judo Bank’s sharp share price fall on 25 June 2026 has put a spotlight back on the health of Australia’s SME lending market. The specialist small business lender told the market that a small cluster of business loans had deteriorated in recent weeks, prompting it to lift expected credit costs and cut its full-year profit guidance. - read more
What ASIC?s Car Finance Findings Mean for Caravan Buyers
What ASIC?s Car Finance Findings Mean for Caravan Buyers
26 Jun 2026: Paige Estritori
ASIC’s latest review of car finance has landed at a useful moment for Australians considering a caravan purchase. While the report focused on car loans, many of the lessons translate neatly to caravan finance because buyers are often weighing up secured lending, dealer-arranged options, broker support and personal loan-style products before committing to a major lifestyle asset. - read more
Why the Medicare Levy Surcharge Matters Before Surgery Finance
Why the Medicare Levy Surcharge Matters Before Surgery Finance
26 Jun 2026: Paige Estritori
Australians planning elective procedures may need to revisit their numbers after fresh ATO data showed a sharp rise in people paying the Medicare levy surcharge. The latest Canstar analysis, published on 25 June 2026, says 885,087 taxpayers paid the surcharge in the 2023-24 tax year, with an average cost of $1,284. That is not a cosmetic surgery cost, but it can affect the same household cash flow many borrowers rely on when setting up a personal loan. - read more


Truck Loans Articles

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
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
Maximizing Your Fleet Potential: How Truck Financing Shapes Success
Maximizing Your Fleet Potential: How Truck Financing Shapes Success
Trucks play a pivotal role in the Australian logistics and transport industry, serving as the lifeblood that keeps commerce flowing. The dependable rumble of engines crisscrossing the nation's highways is more than just a symbol of industry; it's a critical component of productivity and economic stability. Without these workhorses facilitating the timely movement of goods, the Australian market would face significant challenges meeting the demands of both businesses and consumers alike. - read more
From Small to Big: Financing Your Truck Expansion in Australia
From Small to Big: Financing Your Truck Expansion in Australia
Expanding your truck fleet is a critical step in driving business growth. For many small businesses, increasing the number of commercial vehicles means accessing new markets, delivering goods more efficiently, and ultimately, boosting profitability. In the competitive Australian market, staying ahead requires not just maintaining but expanding your transport capabilities. - read more
The Top Mistakes to Avoid When Applying for a Truck Loan in Australia
The Top Mistakes to Avoid When Applying for a Truck Loan in Australia
Commercial vehicle loans in Australia are a vital component in the Continuum of the transportation and logistics industry. They provide businesses and individuals with the necessary funds to acquire trucks and other heavy vehicles critical for their operations. Understanding the nuances of these loans is imperative for anyone in the market for a commercial vehicle. - 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
Adjustable-Rate Mortgage (ARM):
A type of mortgage in which the interest rate applied on the outstanding balance varies throughout the life of the loan.