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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Trivesta Funds, Financial service, Level 25, Tower One/100 Barangaroo Avenue, Barangaroo, Sydney.

Trivesta Funds is a leading financial services firm with 20+ years of experience in wealth management and investment solutions for individual investors and high-net-worth families worldwide.

14/10/2026

Two minutes on what we actually do.

Trivesta is an Australian investment manager licensed under AFSL 320497, based in Sydney with teams in Hong Kong, Singapore and the Cayman Islands. We work with wholesale clients and family offices.

https://trivesta.com.au/

Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). General information only — it does not take into account your objectives, financial situation or needs. Our funds are available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). Investment involves risk, including loss of capital.

12/10/2026

Weekly Global Markets Recap: 5 to 9 October 2026

Markets recovered last week, with equities advancing across most major regions and commodities rebounding after the previous week's declines.

In the United States, the minutes of the Federal Reserve's September meeting were the week's focal point. At that meeting, the FOMC raised the federal funds target range by 25 basis points to 3.75%–4.00% (Board of Governors of the Federal Reserve System, September 2026). Separately, the New York Federal Reserve's September Survey of Consumer Expectations showed inflation expectations broadly stable, with the one-year and five-year medians holding at 3.6% and 3.0% (Federal Reserve Bank of New York, September 2026). The ISM services PMI and weekly jobless claims added to the picture, while the Treasury conducted reopening auctions of 10-year and 30-year securities.

In Europe, the ECB published the account of its September meeting, at which it raised its three key rates by 25 basis points to take the deposit facility rate to 2.50% (European Central Bank, September 2026). In China, the State Administration of Foreign Exchange reported September official reserve assets, and the Shanghai Gold Exchange resumed trading after the National Day holiday.
Commodities rebounded, with Brent crude rising 2.42% and gold gaining 1.30% (Reuters, October 2026).

Key takeaway:
- The S&P 500 led U.S. gains, rising 1.15% over the week (MarketWatch, October 2026).
- Minutes of the Federal Reserve's September meeting were published, following its increase to a 3.75%–4.00% target range (Board of Governors of the Federal Reserve System, September 2026).
- The ECB published the account of its September meeting, at which the deposit facility rate rose to 2.50% (European Central Bank, September 2026).
- Brent crude futures rose 2.42% to USD 104.72 a barrel, while gold gained 1.30% (Reuters, October 2026).

Read the full Trivesta Weekly Global Markets Recap: https://trivesta.com.au/weekly-market-recap/central-bank-minutes-in-focus-as-equities-advance

09/10/2026

Several months in the making.

Our investment team has been developing new investment solutions for wholesale clients, designed to give our clients greater choice in how their capital is allocated.

Full details to be announced. Follow Trivesta to be the first to know.

Disclaimer: Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM). Past performance is not a reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au.

08/10/2026

In late August, an RBA rate hike in September was a minority view. Four weeks later, 33 of 34 economists in a Reuters poll expected one.

On 29 September, the Reserve Bank lifted the cash rate to 4.60 per cent, its highest level since 2011.

A consensus forecast is a snapshot rather than a fixed point. Our October outlook looks at what changed in four weeks, and at how much a portfolio may quietly rest on a single view of interest rates.

See our October Outlook here: https://trivesta.com.au/insight/october-2026-outlook-the-rba-rate-hike-and-the-month-the-consensus-turned

07/10/2026

Fine w**e, good conversation and thoughtful perspectives on the investment markets.

Join Trivesta for a private w**e tasting evening at our Barangaroo office on 29 October, from 5–7pm.

Enjoy a curated selection of Peter Lehmann w**es from the Barossa and discover the rich history of its w**emaking heritage and the stories behind each pour.

Between tastings, our investment team will share how we think about risk, income and building a portfolio for the long term.

A relaxed evening bringing together good w**e, heritage and thoughtful conversation about the investment markets.

Places are limited.

Register your interest here: https://trivesta.com.au/trivesta-luncheon-registration?utm_source=facebook&utm_campaign=w**etasting2026

06/10/2026

Weekly Global Markets Recap: 28 September to 2 October 2026

Economic data dominated global markets last week, with investors focused on U.S. inflation, employment and economic growth ahead of the Federal Reserve’s October meeting. In the United States, the August core PCE price index, the Fed’s preferred measure of underlying inflation, was released alongside the third estimate of second-quarter real GDP (U.S. Bureau of Economic Analysis, September 2026). The September U.S. jobs report, including nonfarm payrolls and the unemployment rate, closed the week (U.S. Bureau of Labor Statistics, October 2026). Other key indicators included the ISM and S&P Global Manufacturing PMIs, ADP private payrolls, JOLTS job openings and the Conference Board Consumer Confidence Index.

International economic data also remained in focus. The Reserve Bank of Australia announced its September cash rate decision, while September euro area inflation data provided the latest reading on consumer prices ahead of the European Central Bank’s next meeting. China released its official manufacturing and non-manufacturing PMIs together with the Caixin China Manufacturing PMI before mainland Chinese markets closed for the National Day holiday.

Global financial markets delivered mixed performance. Japanese equities extended their advance, with the Nikkei 225 rising 2.93%, while European stock markets declined broadly. In commodity markets, gold prices recorded one of their sharpest weekly declines in recent months, falling 3.68% to USD 4,162.30 per ounce. Brent crude oil prices also moved lower, increasing 4.94% over the week (Reuters, October 2026).
The week’s market moves reflected continued investor attention on U.S. inflation, Federal Reserve interest rates, employment growth and the global economic outlook, with developments in Australia, Europe and China adding to the broader macroeconomic picture.

Key takeaway:
- The Nikkei 225 rose 2.93% to close at 68,309.46, the strongest performance among major indices (MarketWatch, October 2026).
- European equities declined broadly, with the CAC 40 down 2.24% and the FTSE 100 down 2.18% (MarketWatch, October 2026).
- U.S. gold futures fell 3.68% to USD 4,162.30 per ounce (Reuters, October 2026).
- The Reserve Bank of Australia delivered its September cash rate decision (Reserve Bank of Australia, September 2026).

Read the full Trivesta Weekly Global Markets Recap: https://trivesta.com.au/weekly-market-recap/global-markets-weekly-review-stocks-gold-and-oil-2-october-2026

Disclaimer:
Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM). Charts and data sourced from third-party providers and used under their licences; trade marks belong to their respective owners. Trivesta Funds is not responsible for the accuracy or availability of any third-party tool or data. Includes content from third-party sources. Trivesta Funds does not endorse or verify third-party content; views are those of the original authors. Past performance is not a reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au

02/10/2026

Yield and growth, in one room.

On 29 September, members of the Trivesta team attended Yield & Growth 2026 at the Hilton Sydney, alongside investors, allocators and fund managers.

The program ran from income strategies in the morning to growth strategies in the afternoon.

Thank you to Wholesale Investor and CapitalHQ for hosting the day.

Disclaimer:
Issued by Trivesta Funds Pty Ltd (AR 1274820), CAR of Trivesta Capital Ltd (AFSL 320497). Available only to wholesale clients (including sophisticated investors) under section 761G or 761GA of the Corporations Act 2001 (Cth). General information only — does not take into account your objectives, financial situation or needs. Offers are made only via the Information Memorandum (IM). Past performance is not a reliable indicator of future performance. Returns are not guaranteed. www.trivesta.com.au.

01/10/2026

Something new is coming.

After our last gathering, we can't wait to bring everyone together again.
This time with a new format we think you'll enjoy.

Think great w**e, good company and a considered conversation about the markets.
Thursday 29 October, Sydney.

Details to come.

29/09/2026

Collecting the rent, rather than hoping the value of the house goes up.

Our CEO Craig Robertson explains what an income fund is.

It aims to generate regular income rather than relying on capital growth.

The amount can vary and isn't guaranteed.

28/09/2026

Weekly Global Markets Recap: 21 to 25 September 2026

Energy markets were the key focus last week. Brent crude futures were little changed, settling at USD 104.32 a barrel, up 0.43% over the week. U.S. gold futures declined 2.34% to USD 4,321.20 per ounce, with a stronger U.S. dollar weighing on the metal (Reuters, September 2026).

The easing inflation backdrop supported equities, which advanced across the United States, Europe and Japan. The NASDAQ Composite led at 2.06%, while the Dow Jones Industrial Average rose 0.28%, ending a run of consecutive weekly declines (MarketWatch, September 2026).

Three European central banks delivered rate decisions, with tone ranging from dovish to relatively hawkish: the Swiss National Bank held steady, the Riksbank signalled scope for further adjustment, and Norges Bank maintained restrictive rates (Swiss National Bank; Sveriges Riksbank; Norges Bank, September 2026). U.S. data was mixed, with the September flash manufacturing PMI showing continued divergence between manufacturing and services (S&P Global, September 2026), initial jobless claims remaining low while continuing claims rose (U.S. Department of Labor, September 2026), and August new home sales reaching an eight-month high on builder incentives (U.S. Census Bureau, September 2026).

Key takeaway:
- Brent crude futures rose 0.43% to USD 104.32 a barrel, ending the week little changed (Reuters, September 2026).
- The NASDAQ Composite led global equity gains, advancing 2.06% over the week (MarketWatch, September 2026).
- Norges Bank raised its policy rate to 4.50%, while the SNB and Riksbank held at 0% and 1.75% respectively.(Swiss National Bank; Sveriges Riksbank; Norges Bank, September 2026).
- August new home sales rose 6.4% month on month to an annualised 684,000, an eight-month high (U.S. Census Bureau, September 2026).
Read the full Trivesta Weekly Global Markets Recap: https://trivesta.com.au/weekly-market-recap/equities-advance-as-european-central-banks-diverge

Address

Level 25, Tower One/100 Barangaroo Avenue, Barangaroo
Sydney, NSW
2000

Website

https://trivesta.com.au/, https://www.linkedin.com/company/trivestafunds/?viewAsMember=true

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