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1 Oct 2026 · 14 min

Investment markets: October 2026

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…

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Earlier episodes 29 most recent

1. 

   1 Sep 2026 · 14 min

   Investment markets: September 2026

   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…

2. 

   3 Aug 2026 · 16 min

   Investment markets: August 2026

   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.…

3. 

   1 Jul 2026 · 15 min

   Investment markets: July 2026

   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…

4. 

   1 Jun 2026 · 16 min

   Investment markets: June 2026

   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…

5. 

   1 May 2026 · 16 min

   Investment markets: May 2026

   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…

6. 

   1 Apr 2026 · 17 min

   Investment markets: April 2026

   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…

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