Super Informed Radio

It was a mixed month for markets—shares in Australia were up close to 1.5% and US shares finished the month down nearly 1%, with AI stocks under pressure. Other markets including China, Japan and Korea were also down. Despite concerns about AI, US reporting season has been positive so far, with strong earnings growth across the market. What’s driving sentiment and what could November bring? 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: 2 November 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 has released his latest investment update. Head to our website (unisuper.com.au/investments) or our YouTube channel (youtube.com/@unisupernews) to watch. Have some feedback? Get in touch at unisuper.com.au/contact. 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.

It 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. Meta was a key winner, up 27% off the back of new product releases including its new AI app, Muse. Higher interest rates, rising bond yields and surging energy prices all weighed on markets. So, what drove this activity? 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 October 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 next video update soon. Stay tuned to our website (unisuper.com.au/investments) or our YouTube channel (youtube.com/@unisupernews) so you don’t miss it. Have some feedback? Get in touch at unisuper.com.au/contact. 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.

Share 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 best? 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 September 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. For regular updates from UniSuper’s head to our website (unisuper.com.au/investments) or our YouTube channel (youtube.com/@unisupernews). Have some feedback? Get in touch at unisuper.com.au/contact. 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.

Share 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 this? 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: 3 August 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 John Pearce has published his latest investment update and written reflection for the 2025-26 financial year. Head to our website (unisuper.com.au/investments) or our YouTube channel (youtube.com/@unisupernews) to catch up. Have some feedback? Email us at [email protected]. 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.

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 [email protected]. 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 [email protected]. 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 [email protected]. 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 [email protected]. 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 [email protected]. *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.

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 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 at unisuper.com.au/podcasts For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce will record his next investment update soon. Stay tuned to our website (unisuper.com.au/investments) or our YouTube channel (youtube.com/@unisupernews) and subscribe so you don’t miss future updates. Have some feedback? Email us at [email protected]. *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.