What the Flux

SPC, the fruit and veg processor, has been a major beneficiary as Aussies are stocking up on baked beans and canned goods.

Uniqlo is heading for another record year, with global expansion driving a surprise surge in profits.

Anthropic is holding back its most powerful AI mode… and only giving it to Big Tech… to stop hackers winning the AI arms race.

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.

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Important Information: This material has been created with the co-operation of BlackRock Investment Management (Australia) Limited (BIMAL) ABN 13006 165 975, AFSL 230 523 on 1 April 2026. Comments made by BIMAL employees here represent BIMAL’s views only. This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.

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S&P Dow Jones Indices does not sponsor, endorse, sell, or promote any product based on
an S&P Dow Jones index nor does it make any representation regarding the advisability of
investing in the products. Before making any investment decisions, you should assess
whether the product or service is appropriate for you and read the PDS and TMD available
at blackrock.com.au.

See omnystudio.com/listener for privacy information.

Canva has acquired two new startups as it tries to reposition itself from design-software to AI-marketing company.

AustralianSuper has dumped nearly $1 billion from its ESG fund as it tightens ethical investing rules.

Levi Strauss has seen its shares jump 10% after its strongest sales in 4 years…because baggy jeans are back.

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Daily newsletter: https://bit.ly/fluxnewsletter  

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.

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See omnystudio.com/listener for privacy information.

Aussie data centre operator, NextDC is issuing a 100-year, $1 billion bond to fund its booming data centre expansion.

SafetyCulture kicks off its acquisition spree by buying Sydney-based AI start-up Twine as it prepares for the AI era.

AI rivals OpenAI, Anthropic, and Alphabet’s Google have begun working together to clamp down on Chinese competitors stealing their models.

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Download the free app (App Store): http://bit.ly/FluxAppStore

Download the free app (Google Play): http://bit.ly/FluxappGooglePlay  

Daily newsletter: https://bit.ly/fluxnewsletter  

Flux on Instagram: http://bit.ly/fluxinsta  

Flux on TikTok: https://www.tiktok.com/@flux.finance  

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.

—-

Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders) is the product issuer for Schroders Global Equity Alpha Fund (ARSN 678 278 370). This document does not contain and should not be taken as containing any financial product advice or financial product recommendations. This document does not take into consideration any recipient’s objectives, financial situation or needs. Before making any decision relating to a Schroders fund, you should obtain and read a copy of the product disclosure statement available at www.schroders.com.au or other relevant disclosure document for that fund and consider the appropriateness of the fund to your objectives, financial situation and needs. 

You should also refer to the target market determination for the fund at www.schroders.com.au. All investments carry risk, and the repayment of capital and performance in any of the funds named in this document are not guaranteed by Schroders or any company in the Schroders Group.  The material contained in this document is not intended to provide, and should not be relied on for accounting, legal or tax advice.  Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this document. To the maximum extent permitted by law, Schroders, every company in the Schroders plc group, and their respective directors, officers, employees, consultants and agents exclude all liability (however arising) for any direct or indirect loss or damage that may be suffered by the recipient or any other person in connection with this document. Opinions, estimates and projections contained in this document reflect the opinions of the authors as at the date of this document and are subject to change without notice. “Forward-looking” information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection will be realised. Past performance is not a reliable indicator of future performance. All references to securities, sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold. Telephone calls and other electronic communications with Schroders representatives may be recorded.

See omnystudio.com/listener for privacy information.

Telstra has just lost one of its key marketing angles as it’s forced to cut its mobile coverage claims by one-third.

Canva has released its latest Australian financial results… very delayed.. And it’s local revenue has cracked over $2 billion USD.

Shein has rolled out a supply-chain-as-a-service offering and is trying to get Aussie fashion brands to jump on board.

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Download the free app (App Store): http://bit.ly/FluxAppStore

Download the free app (Google Play): http://bit.ly/FluxappGooglePlay  

Daily newsletter: https://bit.ly/fluxnewsletter  

Flux on Instagram: http://bit.ly/fluxinsta  

Flux on TikTok: https://www.tiktok.com/@flux.finance  

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.

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See omnystudio.com/listener for privacy information.

Xero has announced a new partnership with Anthropic to bring AI into accounting… and prove that its business won’t be eaten by AI.

Indian Premier League cricket team, the Royal Challengers Bengalaru, has just sold to a private equity giant for nearly $1.8 billion USD sale.

David Jones is delaying payments to suppliers… giving itself up to 60 days after a sale to actually hand over the cash.

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Download the free app (App Store): http://bit.ly/FluxAppStore

Download the free app (Google Play): http://bit.ly/FluxappGooglePlay  

Daily newsletter: https://bit.ly/fluxnewsletter  

Flux on Instagram: http://bit.ly/fluxinsta  

Flux on TikTok: https://www.tiktok.com/@flux.finance  

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The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.

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See omnystudio.com/listener for privacy information.

Qantas could see profits drop by $500 million as it struggles to balance its flights and the huge spike in oil pieces.

Apple is putting ads on Apple Maps… and quietly turning your next cafe search into an advertising battle with Google.

Pop Mart’s Labubu empire is booming… but a 20% share price drop shows hype doesn’t always equal happily ever after.

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Download the free app (App Store): http://bit.ly/FluxAppStore

Download the free app (Google Play): http://bit.ly/FluxappGooglePlay  

Daily newsletter: https://bit.ly/fluxnewsletter  

Flux on Instagram: http://bit.ly/fluxinsta  

Flux on TikTok: https://www.tiktok.com/@flux.finance  

—-

The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.

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See omnystudio.com/listener for privacy information.

A new-look Domain has promised to put a cap on price hikes as part of its new plan to take it up to REA.

Halter, a New Zealand-based agtech company has been valued at $2 billion as it builds AI-powered smart collars for cows.

Cuttable, an Aussie AI ad business has just cracked the $100 million valuation with just 8 software engineers.

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Download the free app (App Store): http://bit.ly/FluxAppStore

Download the free app (Google Play): http://bit.ly/FluxappGooglePlay  

Daily newsletter: https://bit.ly/fluxnewsletter  

Flux on Instagram: http://bit.ly/fluxinsta  

Flux on TikTok: https://www.tiktok.com/@flux.finance  

—-

The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.

—-

 

See omnystudio.com/listener for privacy information.

Premier Investments, the owner of Smiggle and Peter Alexander, has announced flat profit for the last half… with one of its brands carrying the weight of the world on its shoulders.

Lamborghini has ditched its plans for a full Electric Vehicle…apparently after customer backlash because it wouldn’t have an engine roar?!

Flight Centre’s share price has taken off after acquiring a creative agency buy… as it looks to sell more than just flights.

_

Download the free app (App Store): http://bit.ly/FluxAppStore

Download the free app (Google Play): http://bit.ly/FluxappGooglePlay  

Daily newsletter: https://bit.ly/fluxnewsletter  

Flux on Instagram: http://bit.ly/fluxinsta  

Flux on TikTok: https://www.tiktok.com/@flux.finance  

—-

The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.

—-

See omnystudio.com/listener for privacy information.

The ACCC has launched a public investigation into whether major fuel suppliers have been committing anti-competitive conduct in regional Australia

Meta is pulling Horizon Worlds off its VR headsets as it shifts further and further away from its expensive metaverse dream

Microsoft is threatening legal action against its partner OpenAI after a $50 billion USD Amazon deal risks turning an exclusive partnership into a very awkward cloud throuple

_

Download the free app (App Store): http://bit.ly/FluxAppStore

Download the free app (Google Play): http://bit.ly/FluxappGooglePlay  

Daily newsletter: https://bit.ly/fluxnewsletter  

Flux on Instagram: http://bit.ly/fluxinsta  

Flux on TikTok: https://www.tiktok.com/@flux.finance  

—-

The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.

—-

Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders) is the product issuer for Schroders Global Equity Alpha Fund (ARSN 678 278 370). This document does not contain and should not be taken as containing any financial product advice or financial product recommendations. This document does not take into consideration any recipient’s objectives, financial situation or needs. Before making any decision relating to a Schroders fund, you should obtain and read a copy of the product disclosure statement available at www.schroders.com.au or other relevant disclosure document for that fund and consider the appropriateness of the fund
to your objectives, financial situation and needs. You should also refer to the target market determination for the fund at www.schroders.com.au. All investments carry risk, and the repayment of capital and performance in any of the funds named in this document are not guaranteed by Schroders or any company in the Schroders Group. The material contained in this document is not intended to provide, and should not be relied on for accounting, legal or tax advice. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this document. To the maximum extent permitted by law, Schroders, every company in the Schroders
plc group, and their respective directors, officers, employees, consultants and agents exclude all liability (however arising) for any direct or indirect loss or damage that may be suffered by the recipient or any other person in connection with this document. Opinions, estimates and projections contained in this document reflect the opinions of the authors as at the date of this document and are subject to change without notice. “Forward-looking” information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection will be realised. Past performance is not a reliable indicator of future performance. All references to securities, sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold. Telephone calls and other electronic communications with Schroders representatives may be recorded.

See omnystudio.com/listener for privacy information.

The RBA has lifted interest rates to 4.1%… as war, petrol prices and inflation all collide into a global domino effect.

Google is adding a new AI chatbot to Google Maps in its biggest software update to the product in over a decade.

Peloton is rolling into gyms with new commercial-grade bikes and treadmills as it tries to pedal past at-home business.

_

Download the free app (App Store): http://bit.ly/FluxAppStore

Download the free app (Google Play): http://bit.ly/FluxappGooglePlay  

Daily newsletter: https://bit.ly/fluxnewsletter  

Flux on Instagram: http://bit.ly/fluxinsta  

Flux on TikTok: https://www.tiktok.com/@flux.finance  

—-

The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.

—-

Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders) is the product issuer for Schroders Global Equity Alpha Fund (ARSN 678 278 370). This document does not contain and should not be taken as containing any financial product advice or financial product recommendations. This document does not take into consideration any recipient’s objectives, financial situation or needs. Before making any decision relating to a Schroders fund, you should obtain and read a copy of the product disclosure statement available at www.schroders.com.au or other relevant disclosure document for that fund and consider the appropriateness of the fund
to your objectives, financial situation and needs. You should also refer to the target market determination for the fund at www.schroders.com.au. All investments carry risk, and the repayment of capital and performance in any of the funds named in this document are not guaranteed by Schroders or any company in the Schroders Group. The material contained in this document is not intended to provide, and should not be relied on for accounting, legal or tax advice. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this document. To the maximum extent permitted by law, Schroders, every company in the Schroders
plc group, and their respective directors, officers, employees, consultants and agents exclude all liability (however arising) for any direct or indirect loss or damage that may be suffered by the recipient or any other person in connection with this document. Opinions, estimates and projections contained in this document reflect the opinions of the authors as at the date of this document and are subject to change without notice. “Forward-looking” information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection will be realised. Past performance is not a reliable indicator of future performance. All references to securities, sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold. Telephone calls and other electronic communications with Schroders representatives may be recorded.

See omnystudio.com/listener for privacy information.