In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford break down the flurry of activity and announcements since the calendar ticked over to FY2025–26, from ASIC action to super fund results.
Tariff mayhem and swirling volatility in global markets had the prospect of strong super fund returns in doubt just a few months ago, but surging equity markets, high-performing real assets, and strategic portfolio management have helped steady the ship and deliver strong financial year performance.
Tune in to hear:
- The latest on ASIC’s recent activities and its industry funding levy estimate.
- How geopolitical events and market volatility have impacted returns.
- What the funds that have reported so far have to say about diversification, active management, and global positioning strategies.
- Whether CBA’s impressive performance is set to continue or if it will fall back to earth.
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