Weekend Edition: Super investments and the Aussie dollar

Friday 14th November 2025

Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.

NAB’s biennial Super Insights Survey was published this week, co-authored by Morning Call regulars Ray Attrill and Rodrigo Catril. They join Phil on this week’s podcast to talk about it, alongside Mike Symonds, the director of NAB’s Currency Overlay Solutions Group.

One key takeout of the survey is that Australian super funds now invest more overseas than they do domestically and that ratio will increase over time. On the podcast we look at where that money is going, and the impact President Trump’s agenda has had. What are the key thematics that are influencing investment decisions? How much are funds hedging back to the Australian dollar, and how do they manage liquidity in these turbulent times?

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