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Latest episodes
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Investment markets: October 2026
October 1, 2026 · 14 minIt was a tough month for shares in both Australia and the US—Australia’s share market was down 3%, with 10 of the market’s 11 sectors lower. While the US was down just 0.5%, the performance of AI and tech companies masked broader weakness…
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Investment markets: September 2026
September 1, 2026 · 14 minShare markets in the US and Australia set new highs in August, but it was a modest month for markets overall—particularly in Australia. With company reporting season in the background, what drove share prices? And which sectors performed…
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Investment markets: August 2026
August 3, 2026 · 16 minShare markets ended the month flat in July. US shares were slightly down while Australian shares were up 2.25%. Despite the modest price change, we saw some big moves below the surface—both in energy and technology. What was behind…
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Investment markets: July 2026
July 1, 2026 · 15 minAustralian 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…
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Investment markets: June 2026
June 1, 2026 · 16 minMajor 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…
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Investment markets: May 2026
May 1, 2026 · 16 minAfter 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…
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Investment markets: April 2026
April 1, 2026 · 17 minAmid 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…
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Investment markets: March 2026
March 2, 2026 · 19 minAustralia’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…
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Investment markets: February 2026
February 2, 2026 · 14 minShare 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…
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Investment markets: December 2025
December 1, 2025 · 15 minShare 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…
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Investment markets: November 2025
November 3, 2025 · 15 minShares 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…
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Investment markets: October 2025
October 1, 2025 · 13 minAustralian 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…

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