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 is current as at the release date but may change in the future.

Your hosts are Lyndon Horsburgh and David Colosimo.

Produced by Lyndon Horsburgh.

Transcript available soon at unisuper.com.au/podcasts.

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

Chief Investment Officer John Pearce will release his July investment update soon. Stay tuned to our website (unisuper.com.au/investments) or our YouTube channel (youtube.com/@unisupernews) to watch, and subscribe so you don’t miss future updates.

Have some feedback? Email us at enquiry@unisuper.com.au.

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. Comments on the companies we invest in aren’t intended as a recommendation of those companies for inclusion in personal portfolios. Certain information contained in this podcast may include forward-looking statements, and we do not guarantee that these statements will eventuate. UniSuper has no obligation to provide updates or changes to the information in this podcast. Past performance is not an indicator of future performance. 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.

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. The information in this podcast is current as at the release date but may change in the future.

Your hosts are Lyndon Horsburgh and David Colosimo.

Produced by Lyndon Horsburgh.

Transcript available soon at unisuper.com.au/podcasts.

Want to add to your super before end of financial year? Visit unisuper.com.au/super-season to learn how to make a contribution in three easy steps.

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

Watch Chief Investment Officer John Pearce’s latest investment update. Head to our website (unisuper.com.au/investments) or our YouTube channel (youtube.com/@unisupernews) to watch and subscribe so you don’t miss future updates.

Have some feedback? Email us at podcasts@unisuper.com.au.

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. Comments on the companies we invest in aren’t intended as a recommendation of those companies for inclusion in personal portfolios. Certain information contained in this podcast may include forward-looking statements, and we do not guarantee that these statements will eventuate. UniSuper has no obligation to provide updates or changes to the information in this podcast. Past performance is not an indicator of future performance. 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.

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 NOTES

Release date: 1 May 2026. The information in this podcast is current as at the release date but may change in the future.

Your hosts are Lyndon Horsburgh and David Colosimo.

Produced by Lyndon Horsburgh.

Transcript available soon at unisuper.com.au/podcasts.

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

Chief Investment Officer John Pearce recently released his April investment update. Head to our website (unisuper.com.au/investments) or our YouTube channel (youtube.com/@unisupernews) to watch and subscribe so you don’t miss future updates.

Have some feedback? Email us at podcasts@unisuper.com.au.

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. Comments on the companies we invest in aren’t intended as a recommendation of those companies for inclusion in personal portfolios. Certain information contained in this podcast may include forward-looking statements, and we do not guarantee that these statements will eventuate. UniSuper has no obligation to provide updates or changes to the information in this podcast. Past performance is not an indicator of future performance. 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.

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 out for over the coming month.

SHOW NOTES

Release date: 1 April 2026. The information in this podcast is current as at the release date but may change in the future.

Your hosts are Lyndon Horsburgh and David Colosimo.

Produced by Lyndon Horsburgh.

Transcript available soon at unisuper.com.au/podcasts.

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

Chief Investment Officer John Pearce will release his April investment update soon. Stay tuned to our website (unisuper.com.au/investments) or our YouTube channel (youtube.com/@unisupernews) to watch and subscribe so you don’t miss future updates.

Have some feedback? Email us at podcasts@unisuper.com.au.

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. Comments on the companies we invest in aren’t intended as a recommendation of those companies for inclusion in personal portfolios. Certain information contained in this podcast may include forward-looking statements, and we do not guarantee that these statements will eventuate. UniSuper has no obligation to provide updates or changes to the information in this podcast. Past performance is not an indicator of future performance. 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.

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, and the key things we’re watching out for over the coming month.

SHOW NOTES

Release date: 2 March 2026. The information in this podcast is current as at the release date but may change in the future.

Your hosts are Lyndon Horsburgh, David Colosimo and John Pearce.

Produced by Lyndon Horsburgh.

Transcript available soon at unisuper.com.au/podcasts.

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

Chief Investment Officer John Pearce recently released his February investment update. Head to our website (unisuper.com.au/investments) or our YouTube channel (youtube.com/@unisupernews) to watch and subscribe so you don’t miss future updates.

Have some feedback? Email us at podcasts@unisuper.com.au.

*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. Comments on the companies we invest in aren’t intended as a recommendation of those companies for inclusion in personal portfolios. Certain information contained in this podcast may include forward-looking statements, and we do not guarantee that these statements will eventuate. UniSuper has no obligation to provide updates or changes to the information in this podcast. Past performance is not an indicator of future performance. 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.