Investment markets: August 2025

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 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. UniSuper’s Chief Investment Officer John Pearce recently recorded his latest investment update. Watch it on our website (unisuper.com.au/investments) or our YouTube channel (youtube.com/@unisupernews) and subscribe so you don’t miss future updates. John has also released his written reflection for the 2024-25 financial year. Find it at unisuper.com.au/articles/2025/07/reflections-on-the-2025-financial-year. Have some feedback? Email us at [email protected]. Past performance is not an indicator of future performance. 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. 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.