Podcasts

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!

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

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.

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.

The technology sector has been the star of the show in markets recently, particularly the ‘Big 6’—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.

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.

This episode, we look at the ‘G’ in ESG—otherwise known as governance—and how we factor it in when making investment decisions. From board and executive remuneration through to company performance, we scrutinise the companies we’re looking to invest in to ensure they have good governance practices.

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.

What would happen to your super if you died tomorrow? And who can you give it to? A sibling? A parent? A pet? This episode, no question is off limits for Charles Azzopardi from UniSuper Advice as we haul this often-avoided topic out of the too-hard basket.

Could the money you’re putting aside for retirement be exposed to modern slavery? And what are we doing to reduce the risk that companies we invest in are involved in it? We speak with our in-house Investments team to find out.