Super Informed Radio

February was a mixed month for share markets around the world. Meanwhile, company reporting season in Australia and the US continued and expectations for results were high. What was behind the market performance? In this episode, UniSuper’s Head of Fixed Interest David Colosimo gives us the latest market news, as well as key things we’re watching out for over the coming month.

SHOW NOTES

This podcast was published on 3 March 2025. The information was current as at that date and may now have changed.

Your hosts are Lyndon Horsburgh and David Colosimo.

Produced by Lyndon Horsburgh.

For more info about investments at UniSuper, visit unisuper.com.au/investments.

Chief Investment Officer John Pearce has recorded his latest investment update. Find it on our website (unisuper.com.au/investments) or on our YouTube channel (youtube.com/@unisupernews) and subscribe so you don’t miss future updates.

Have some feedback? Email us at [email protected].

*Please note that past performance isn’t an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn’t take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850).

Visit us at www.unisuper.com.au.

Learn more about super with us at www.unisuper.com.au/super.

This International Women's Day, we celebrate the incredible women of UniSuper. Listen as Head of Marketing, Leah Mackenzie, speaks with UniSuper's Deputy Chair, Nicole Gower, about career paths, the importance of mentors and sponsors, and drops a Titanic reading recommendation for anyone interested in organisational leadership.

SHOW NOTES

Your host this episode is Leah Mackenzie, UniSuper’s Head of Marketing.

Special thanks to our guest, Nicole Gower—UniSuper Deputy Chair, and Vice-President (Operations) at the University of Sydney.

Produced by Lyndon Horsburgh.

If you enjoyed hearing from Nicole and are interested in the stories of other UniSuper women helping to create great futures, visit unisuper.com.au/women.

Have some feedback or want to ask us a question? Email us at [email protected].

The information discussed in this podcast is of a general nature and may include general advice. It doesn’t take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you, and whether to consult a qualified financial adviser. For a copy of the PDS and TMD, call us on 1800 331 685 or go to unisuper.com.au/pds. Past performance isn’t an indicator of future performance.

The views expressed by the presenters of this podcast are their own—they don't necessarily represent the views of UniSuper.

Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850).

Visit us at www.unisuper.com.au.

Learn more about super with us at www.unisuper.com.au/super.

The new year has seen plenty of activity in markets, with DeepSeek making headlines as a challenger to tech darling Nvidia. Meanwhile, the RBA is preparing to announce its next decision on interest rates—could Australian mortgage holders be in for a reprieve? In this episode, UniSuper’s Head of Fixed Interest David Colosimo gives us the latest market news as well as key things we’re watching out for over the coming month.

Happy new year! We’re looking forward to keeping you informed on markets throughout 2025.

SHOW NOTES

This podcast was published on 3 February 2025. The information was current as at that date and may now have changed.

Your hosts are Lyndon Horsburgh and David Colosimo.

Produced by Lyndon Horsburgh.

Make the most of our Investments team’s summer reading and podcast list while you enjoy the remainder of the warm weather: unisuper.com.au/articles/2024/12/unisupers-summer-reading-and-podcast-list

For more info about investments at UniSuper, visit unisuper.com.au/investments.

Chief Investment Officer John Pearce will record his next investment update soon. Subscribe to our YouTube channel so you don’t miss it: youtube.com/@unisupernews

Have some feedback? Email us at [email protected].

Please note that past performance isn’t an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn’t take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser.

Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850).

Visit us at www.unisuper.com.au.

Learn more about super with us at www.unisuper.com.au/super.

We’ve seen strength in share markets since the US election, but uncertainty remains as we wait for President-elect Donald Trump to enter office. What have markets been telling us so far? In this episode, UniSuper’s Head of Fixed Interest David Colosimo gives us the latest market news, as well as key things we’re watching out for over the coming month.

Thank you for tuning into our podcasts over the year. This is our last investment market podcast for 2024—we’ll be back in February 2025. We wish you a safe and happy holiday season!

SHOW NOTES

This podcast was published on 2 December 2024. The information was current as at that date and may now have changed.

Your hosts are Lyndon Horsburgh and David Colosimo.

Produced by Lyndon Horsburgh.

David mentioned our Investments team’s summer reading and podcast list, it's available at https://www.unisuper.com.au/articles/2024/12/unisupers-summer-reading-and-podcast-list. Make the most of it while you relax this summer!

For more info about investments at UniSuper, visit unisuper.com.au/investments.

Watch Chief Investment Officer John Pearce’s latest investment update at unisuper.com.au/investments.

Have some feedback? Email us at [email protected].

Please note that past performance isn’t an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn’t take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850).

Visit us at www.unisuper.com.au.

Learn more about super with us at www.unisuper.com.au/super.

American voters are heading to the polls to determine the 47th president of the United States. How might the US election result affect markets? In this episode, UniSuper’s Head of Fixed Interest David Colosimo gives us the latest market news and discusses the US election, as well as the key things we’re watching out for over the coming month.

SHOW NOTES

This podcast was published on 1 November 2024. The information was current as at that date and may now have changed.

Your hosts are Lyndon Horsburgh and David Colosimo.

Produced by Lyndon Horsburgh.

For more info about investments at UniSuper, visit unisuper.com.au/investments.

Watch Chief Investment Officer John Pearce’s latest investment update at unisuper.com.au/investments.

Have some feedback? Email us at [email protected].

Please note that past performance isn’t an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn’t take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850).

Visit us at www.unisuper.com.au.

Learn more about super with us at www.unisuper.com.au/super.

The US Federal Reserve delivered a surprise 0.5% interest rate cut in September, effectively declaring victory in its fight against inflation. What might this mean for shares, and are we close to seeing similar rate cuts in Australia? In this episode, UniSuper’s lead economist and investment manager David Colosimo gives us the latest market news and discusses the key things we’re watching out for over the coming month.

SHOW NOTES

This podcast was published on 1 October 2024. The information was current as at that date and may now have changed.

Your hosts are Lyndon Horsburgh and David Colosimo.

Produced by Lyndon Horsburgh.

For more info about investments at UniSuper, visit unisuper.com.au/investments.

Watch Chief Investment Officer John Pearce’s latest investment update at unisuper.com.au/investments.

Have some feedback? Email us at [email protected].

Please note that past performance isn’t an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn’t take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850).

Visit us at www.unisuper.com.au.

Learn more about super with us at www.unisuper.com.au/super.

Share markets in Australia and the US saw sharp moves during the month but mostly regained lost ground. What was behind the volatility? In this episode, lead economist and investment manager David Colosimo is joined by UniSuper’s Head of Australian Equities Penny Heard to discuss the latest market activity and recent company reporting season.

SHOW NOTES

This podcast was published on 2 September 2024. The information was current as at that date and may now have changed.

Your hosts are Lyndon Horsburgh and David Colosimo, with special guest Penny Heard.

Produced by Lyndon Horsburgh.

For more info about investments at UniSuper, visit unisuper.com.au/investments.

Chief Investment Officer John Pearce has released his latest investment update. Head to unisuper.com.au/investments to watch.

Have some feedback? Email us at [email protected].

Please note that past performance isn’t an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn’t take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850).

Visit us at www.unisuper.com.au.

Learn more about super with us at www.unisuper.com.au/super.

The technology sector has been the star of the show in markets recently—particularly the ‘Big Six’—but in July we saw a rotation away from the big tech names. What’s behind this sudden change? UniSuper’s lead economist and investment manager David Colosimo gives us the latest market news and discusses the key things we’re watching out for over the coming month.

SHOW NOTES

This podcast was published on 1 August 2024. The information was current as at that date and may now have changed.

Your hosts are Lyndon Horsburgh and David Colosimo.

Produced by Lyndon Horsburgh.

For more info about investments at UniSuper, visit unisuper.com.au/investments.

Chief Investment Officer John Pearce has released his July investment update. Head to unisuper.com.au/investments to watch.

Have some feedback? Email us at [email protected].

*Please note that past performance isn’t an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn’t take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850).

Visit us at www.unisuper.com.au.

Learn more about super with us at www.unisuper.com.au/super.

The financial year ended with a familiar trend holding true—share markets performed well, with US shares and the tech sector standing out.* As financial and political influences play out, what can we expect in markets as we start the new year? UniSuper’s lead economist and investment manager David Colosimo gives us the latest market news and discusses the key things we’re watching out for over the coming month.

SHOW NOTES

This podcast was published on 1 July 2024. The information was current as at that date and may now have changed.

Your hosts are Lyndon Horsburgh and David Colosimo.

Produced by Lyndon Horsburgh.

For more info about investments at UniSuper, visit unisuper.com.au/investments.

Chief Investment Officer John Pearce will release his next investment update soon. Stay tuned to unisuper.com.au/investments.

Have some feedback? Email us at [email protected].

*Please note that past performance isn’t an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn’t take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850).

Visit us at www.unisuper.com.au.

Learn more about super with us at www.unisuper.com.au/super.

May was a solid month for US shares, while other share markets were generally flat. The US share market was up 4.5% in May, while Australia’s share market was up just 0.5% for the month despite a solid start.* What’s behind this? UniSuper’s lead economist, investment manager David Colosimo, gives us the latest market news and discusses the key things we’re watching out for over the coming month.

SHOW NOTES

This podcast was published on 3 June 2024. The information was current as at that date and may now have changed.

Your hosts are Lyndon Horsburgh and David Colosimo.

Produced by Lyndon Horsburgh.

For more info about investments at UniSuper, visit unisuper.com.au/investments.

Chief Investment Officer John Pearce’s latest investment update is available now. Head to unisuper.com.au/investments to watch it.

Have some feedback? Email us at [email protected].

* Please note that past performance isn’t an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn’t take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850).

Visit us at www.unisuper.com.au.

Learn more about super with us at www.unisuper.com.au/super.