Investment markets: February 2025

The new year has seen plenty of activity in markets, with DeepSeek making headlines as a challenger to tech darling Nvidia. Meanwhile, the RBA is preparing to announce its next decision on interest rates—could Australian mortgage holders be in for a reprieve? 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. Happy new year! We’re looking forward to keeping you informed on markets throughout 2025. SHOW NOTES This podcast was published on 3 February 2025. The information was current as at that date and may now have changed. Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Make the most of our Investments team’s summer reading and podcast list while you enjoy the remainder of the warm weather: unisuper.com.au/articles/2024/12/unisupers-summer-reading-and-podcast-list For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce will record his next investment update soon. Subscribe to our YouTube channel so you don’t miss it: youtube.com/@unisupernews Have some feedback? Email us at [email protected]. Please note that past performance isn’t 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 (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. 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.