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

Sign in with Google to rate

0 Comments

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

Finance News

Small Businesses Are Rethinking Finance as Lenders Get More Selective
Small Businesses Are Rethinking Finance as Lenders Get More Selective
05 Aug 2026: Paige Estritori
Australian small businesses appear to be entering a more selective phase of borrowing, with recent lending industry updates pointing to stronger demand for practical, purpose-led finance rather than broad expansion debt. Instead of simply asking how much they can borrow, many owners are now focusing on whether a facility will protect cash flow, support revenue and withstand closer lender scrutiny. - read more
Why Personal Loan Rate Gaps Still Matter for Motorcycle Buyers
Why Personal Loan Rate Gaps Still Matter for Motorcycle Buyers
05 Aug 2026: Paige Estritori
Fresh personal loan comparisons across the Australian market are a useful reminder for motorcycle buyers: the cheapest-looking rate is not always the lowest-cost way to fund a new or used bike. Recent market updates continue to show meaningful differences between lenders, including advertised interest rates, comparison rates, upfront fees, ongoing charges and eligibility settings. - read more
Truck Buyers Face a More Measured Market After EOFY Surge
Truck Buyers Face a More Measured Market After EOFY Surge
05 Aug 2026: Paige Estritori
The latest truck market update points to a familiar post-EOFY reset, with buying activity easing after the late-June rush. That does not necessarily signal weak demand. For many transport operators, tradies and delivery businesses, July is often a month for reassessing quotes, reviewing tax positions and deciding whether the urgency of end-of-financial-year purchasing still stacks up against day-to-day cash flow. - read more
New Home Loan Rate Moves Bring Cautious Hope for First-Time Buyers
New Home Loan Rate Moves Bring Cautious Hope for First-Time Buyers
05 Aug 2026: Paige Estritori
Several Australian lenders have been sharpening their home loan pricing, with selected fixed and variable rate offers moving lower as competition for quality borrowers increases. For first home buyers, that is encouraging news after a long period of stretched affordability, higher repayments and tighter lending checks. However, a cheaper advertised rate is not the same as an easy approval or a truly affordable loan. - read more
Softer Used Machinery Market Could Open Upgrade Opportunities
Softer Used Machinery Market Could Open Upgrade Opportunities
05 Aug 2026: Paige Estritori
Recent rural machinery coverage points to a used equipment market that is becoming more balanced after several years of tight supply, elevated values and strong competition for well-kept machines. For Australian farmers who delayed upgrades during the peak pricing period, that shift may create a more practical window to replace ageing tractors, headers, seeders, sprayers or support equipment without the same pressure to move immediately. - read more
Click for more Finance News


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
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
Interest Rates, Terms, and Fees: What to Look for in Commercial Vehicle Loans
Interest Rates, Terms, and Fees: What to Look for in Commercial Vehicle Loans
Choosing the right commercial vehicle loan is a pivotal decision for any business aspiring to expand its transportation capabilities. For many, commercial vehicles are integral to daily operations, and securing the best financial arrangement to acquire these assets can significantly impact the bottom line. - read more
Tax, GST and depreciation considerations for business truck finance in Australia
Tax, GST and depreciation considerations for business truck finance in Australia
Financing a business truck can affect cash flow, tax deductions, GST credits and depreciation claims. This guide explains key Australian concepts to discuss with your accountant before choosing a truck finance structure. - 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


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
Gross Domestic Product (GDP):
The total value of all goods and services produced within a country’s borders in a specific time period.