Super Informed Radio

Australian shares finished the 2025-26 financial year behind most major markets and some smaller markets—up just 6%, well below the US (22%), China (30%), Europe (22%) and Japan (43%). In June, Australian shares were up 0.5% and US shares down 1%. What drove returns, and what could be in store as we start the new financial year? SHOW NOTES Release date: 1 July 2026. The information in this podcast...

Major share markets were up in May despite ongoing uncertainty around the war with Iran, but there was a difference in performance. US shares were up another 5% in May—marking nine consecutive weeks of gains—while Australian shares rose less than 1%, trading below their pre-Iran war peak. What’s behind the difference, and can strength in the US market continue? SHOW NOTES Release date: 1 June 2026...

After a month of weakness, most major markets were up in April, but highs varied. The US share market was up more than 10%, its best monthly performance in over five years. Australian shares rose just 2% as concerns about Iran, higher oil prices and company downgrades weighed on sentiment. With the Strait of Hormuz still closed and fuel shortages looming, what should investors expect in May? SHOW...

Amid the backdrop of conflict in the Middle East, March proved a tough month with share markets down 5% in the US and 8% in Australia—it was the largest monthly fall in the ASX 200 since 2022. Which sectors bucked the trend, and what can we expect to see from here? In this episode, UniSuper’s Head of Fixed Interest David Colosimo talks about the latest market news and the key things we’re watching...

Australia’s share market saw its strongest month since May 2025, while US shares fell slightly in February. Recent events in the Middle East have brought about new challenges—what can we expect to see from here? In this episode, UniSuper’s Chief Investment Officer John Pearce joins Head of Fixed Interest David Colosimo with the latest market news, the impacts of the conflict in the Middle East, an...

Share markets in Australia and the US had a positive start to the year amid an action-packed month. Sentiment remains strong, but what’s actually happening behind the scenes? 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 Release date: 2 February 2025. The information...

Share market performance was mixed in November—the US market was flat despite volatility during the month and shares in Australia were down 3%. What was behind the 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. Thank you for tuning into our podcasts over the year....

Shares in Australia and the US continued to rise in October, Australian shares were up just under 0.5% and US shares were up about 2.25% for the month. But what’s behind the numbers? 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 Release date: 3 November 2025. The info...

Australian shares were slightly weaker in September against a backdrop of healthy returns in most other major markets like the US, Europe, China, and Japan. So, why the underperformance? 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 Release date: 1 October 2025. The i...

Share markets achieved new highs once more in Australia and the US while other markets around the world were also strong, with China up 10%. What were the main drivers of this 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 Your hosts are Lyndon Horsburgh a...

Share markets hit all-time highs in Australia and the US in July, with falls from earlier in the year seemingly in the rearview mirror. What was behind this performance, and can it be sustained? 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 Your hosts are Lyndon Horsb...

A range of factors contributed to a volatile financial year, yet markets in both the US and Australia finished strongly, up 15% and 14% respectively. What was behind this performance, and what might be in store for FY25-26? In this episode, UniSuper Investment Manager Lou Capparelli gives us the latest market news as well as key things we’re watching out for over the coming month. SHOW NOTES This...

Share markets were almost universally strong in May. US shares were up more than 6%—the strongest month in 18 months—and Australian shares were up 4%. So, why the turnaround? 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 2 June 2025. The i...

Markets have been on a rollercoaster ride since President Trump’s tariff announcements in early April, quickly moving up and down. With US company reporting season underway, what can we expect next? 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. This episode marks our podcast's t...

Global share markets have been volatile following the imposition of tariffs by the US on its trading partners. While tariffs were expected, the market didn’t anticipate the magnitude and breadth of the tariffs announced last week. As a result, we’ve seen widespread sell-offs in markets. In this podcast, Chief Investment Officer John Pearce discusses the current market environment and how UniSuper’...

March was another volatile month for markets, with share markets around the world down. What’s behind this weakness, and is it set to continue? 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 1 April 2025. The information was current as at...

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 podc...

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 o...

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 f...

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 th...

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 202...

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...

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 20...

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 publishe...

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...