Super Informed Radio

Over the past month, we’ve seen further volatility in financial markets. What’s driving this, what does September have in store, and is a recession inevitable? UniSuper’s lead economist, investment manager David Colosimo, gives us the latest market news.

SHOW NOTES

This podcast was published on 2 September 2022. 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.

Have some feedback? Email us at [email protected]. You can also join the conversation on Twitter: twitter.com/unisupernews.

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.

Over the past month, we’ve seen inflation continue to beat expectations, as well as further interest rate hikes. So why were share markets up? UniSuper’s lead economist, investment manager David Colosimo, gives us the latest market news and shares the key things we’re watching out for in August.

SHOW NOTES

This podcast was published on 2 August 2022. 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 on how we’re managing the current market environment, watch our Chief Investment Officer John Pearce’s latest video at unisuper.com.au/investments.

Have some feedback? Email us at [email protected]. You can also join the conversation on Twitter: twitter.com/unisupernews.

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.

June was a tough month in financial markets, ending a difficult financial year. But were there any bright spots amid the turbulence? UniSuper’s lead economist, investment manager David Colosimo, looks back at how we closed the financial year, and what’s on the cards for July.

SHOW NOTES

This podcast was published on 4 July 2022. 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 on how we’re managing the current market environment, watch our Chief Investment Officer John Pearce’s latest video at unisuper.com.au/investments.

Have some feedback? Email us at [email protected]. You can also join the conversation on Twitter: twitter.com/unisupernews.

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.

With high inflation, rising interest rates, and a new government, what will our investment team be looking out for over the coming month? UniSuper’s lead economist, investment manager David Colosimo, looks back at what happened in markets during May, and what’s on the cards for June.

SHOW NOTES

This podcast was published on 2 June 2022. 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 on how we’re managing the current market environment, watch our Chief Investment Officer John Pearce’s latest video at unisuper.com.au/investments.

Have some feedback? Email us at [email protected]. You can also join the conversation on Twitter: twitter.com/unisupernews.

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.

With high inflation, rising interest rates, and an election just a few weeks away, what will our investment team be looking out for over the coming month? UniSuper’s lead economist, investment manager David Colosimo, looks back at what happened in markets during April, and what’s on the cards for May.

SHOW NOTES

This podcast was published on 3 May 2022. 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 on how we’re managing the current market environment, watch our Chief Investment Officer John Pearce’s latest video at unisuper.com.au/investments.

Have some feedback? Email us at [email protected]. You can also join the conversation on Twitter: twitter.com/unisupernews.

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.

Josh Frydenberg’s fourth budget as Treasurer focussed heavily on cost of living support for Australians—but was there anything in it for your super?

UniSuper’s Policy & Advocacy Manager, Benedict Davies, joins us to recap the budget and break down the key announcements.

SHOW NOTES

Your hosts are Lyndon Horsburgh and Tania Meade.

Produced by Lyndon Horsburgh.

A big thanks to our special guest, Benedict Davies, UniSuper’s Policy & Advocacy Manager.

Our 2022 Federal Budget recap at unisuper.com.au/news-and-insights/2022-federal-budget provides an overview of the key announcements.

For more info about the 2022 Federal Budget, visit the Government's official Budget site, https://budget.gov.au.

Benedict refers to some excellent budget commentary in The Conversation. The article by Peter Martin is available at theconversation.com/budget-2022-frydenberg-has-spent-big-but-on-the-whole-responsibly-180122. Michelle Grattan’s article is available at theconversation.com/cheaper-petrol-cash-handouts-in-morrison-governments-vote-buying-budget-180120.

Have some feedback or a topic you’d like us to explore in future episodes? Email us at [email protected]. You can also join the conversation on Twitter: twitter.com/unisupernews.

At the time of recording, any Budget announcements are proposals only and shouldn’t be considered final until legislation passes.

Information discussed in this podcast, as prepared and provided by UniSuper Management Pty Ltd ABN 91 006 961 799, AFSL No. 235907, is of a general nature and may include general advice. It doesn’t take into account your objectives, financial situation or needs. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the relevant PDS and TMD, and whether to consult a qualified financial adviser. For a copy of the PDS or TMD, call us on 1800 331 685 or visit unisuper.com.au/pds.

Visit us at www.unisuper.com.au.

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

We’re committed to achieving net-zero emissions in our investment portfolio by 2050, so we’re putting some of our biggest investments under the microscope to find out what decarbonisation means for them. As one of the world's largest mining companies, BHP produces much of the iron ore, copper and nickel we’ll need as we decarbonise. What targets has BHP set itself to achieve net zero emissions by 2050? What progress is it making, and how is it going to get there? We speak with Fiona Wild, BHP’s Vice President of Sustainability and Climate Change, to get the lowdown.

SHOW NOTES

This podcast was published on 11 November 2021. The information was current as at that date and may now have changed.

Your hosts are Lyndon Horsburgh and Tania Meade.

Produced by Lyndon Horsburgh.

Big thanks to our special guests, Fiona Wild (Vice President of Sustainability and Climate Change at BHP) and Paul Phillips (Investment Manager, Equities at UniSuper).

If you’re interested in following BHP’s decarbonisation journey, here are the resources Paul mentions towards the end of the podcast:

- The section of BHP’s website dedicated to climate change, including its targets and commitments, is bhp.com/sustainability/climate-change.

- The section of BHP’s website dedicated to climate change reporting is bhp.com/sustainability/community-sustainability-reports/climate-change-report.

- BHP shares insights and views on these topics—including many of the big picture, industry level conversations—on its Prospects blog at bhp.com/news/prospects.

- The BHP Ventures team is constantly searching for the next big idea to make a difference. If you’re a researcher and you have a great idea that you think can help decarbonise the world, visit bhp.com/about/our-businesses and click through to contact BHP Ventures.

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 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 https://www.unisuper.com.au.

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

What progress have we made on our commitment to achieving net-zero emissions in our investment portfolio by 2050? This episode, we delve into some of the key highlights from our Climate risk and our investments report.

SHOW NOTES

This podcast was published on 30 September 2021. The information was current as at that date and may now have changed.

Your hosts are Lyndon Horsburgh and Tania Meade.

Produced by Lyndon Horsburgh.

Big thanks to our special guest John Pearce (Chief Investment Officer).

Our latest Climate report is available at unisuper.com.au/climate-risk-disclosure.

If sustainable investing is important to you, check out our sustainable and environmental branded investment options at unisuper.com.au/investments/how-we-invest/responsible-and-sustainable-investing/our-sustainable-and-environmental-options.

Read more about our approach to responsible investing at unisuper.com.au/investments/how-we-invest/responsible-and-sustainable-investing.

Have some feedback or a topic you’d like us to explore in future episodes? Email us at [email protected]. You can also join the conversation on Twitter: twitter.com/unisupernews.

This podcast provides general information which may not be suited to your situation. You should consider your personal situation before making financial decisions (because we haven't) as well as the PDS and TMD at unisuper.com.au/pds.

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 USM on behalf of UniSuper Limited (ABN 54 006 027 121, AFSL No. 492806) the trustee of UniSuper (ABN 91 385 943 850) the fund.

Visit us at www.unisuper.com.au.

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

There are risks and rewards to be had as we move to decarbonise our economy. But what kinds of companies is GEO investing in?

SHOW NOTES

Your hosts are Lyndon Horsburgh and Tania Meade.

Produced by Lyndon Horsburgh.

Huge thanks to our special UniSuper guests, John Pearce (Chief Investment Officer) and Chris Line (Investment Manager, Global Strategies & Quantitative Methods).

Chris mentions that GEO is a very high-risk investment option. Find out more, including about GEO’s major holdings, expected frequency of negative returns and asset allocations, at unisuper.com.au/investments/our-investment-options.

If sustainable investing is important to you, check out our other sustainable and environmental branded investment options at unisuper.com.au/investments/how-we-invest/responsible-and-sustainable-investing/our-sustainable-and-environmental-options.

Read more about our approach to responsible investing at unisuper.com.au/investments/how-we-invest/responsible-and-sustainable-investing.

Have some feedback or a topic you’d like us to explore in future episodes? Email us at [email protected]. You can also join the conversation on Twitter: twitter.com/unisupernews.

This podcast provides general information which may not be suited to your situation. You should consider your personal situation before making financial decisions, because we haven't, as well as the PDS at www.unisuper.com.au/pds.

Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. UniSuper's portfolios have been designed to suit UniSuper and may not be appropriate for others.

Prepared by USM on behalf of UniSuper Limited (ABN 54 006 027 121, AFSL No. 492806) the trustee of UniSuper (ABN 91 385 943 850) the fund.

Visit us at www.unisuper.com.au.

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

Some commentators are calling the 2020 Federal Budget the most important Budget in living memory. But how might the proposed measures affect your super?

UniSuper’s Policy & Advocacy Manager, Benedict Davies, joins us to recap the Budget and break down the Government’s signature super announcements.

SHOW NOTES

Your hosts are Lyndon Horsburgh and Tania Meade.

Produced by Lyndon Horsburgh.

A big thanks to our special guest Benedict Davies, UniSuper’s Policy & Advocacy Manager.

For more info about the 2020-21 Federal Budget, visit the Government's official Budget site, https://budget.gov.au/.

Benedict will be presenting a Q&A session on the Federal Budget in an online webcast on Wednesday 14 October 2020. You can register to attend the Q&A at https://unisuper.com.au/webcasts.

Benedict refers to some excellent Budget commentary by Peter Martin in the Conversation. It’s available at https://theconversation.com/budget-2020-promising-tax-breaks-but-relying-on-hope-147012.

Have some feedback or a topic you’d like us to explore in future episodes? Email us as at [email protected]. You can also join the conversation on Twitter @UniSuperNews or call us on 1800 331 685.

At the time of recording, any Budget announcements are proposals only and shouldn’t be considered final until legislation passes. We’ll keep you updated as developments occur.

Information discussed in this podcast, as prepared and provided by UniSuper Management Pty Ltd ABN 91 006 961 799, AFSL No. 235907, is of a general nature only. Any advice provided doesn’t take into account your objectives, financial situation or needs. Before you act on any advice you should consider these matters, the relevant Product Disclosure Statement (PDS) and whether to consult a qualified financial adviser. For a copy of the PDS, call us on 1800 331 685 or go to unisuper.com.au/pds.

Visit us at www.unisuper.com.au.

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