international

Robert Swift

We have written on the China “marvel” before and continue to scratch our head on this enigma and the sustainability of it. You have to give them huge credit for what they have achieved – the greatest economic expansion in history improving the lives of so many people in a... Show More

Clime Asset Management

One of the continuing influences affecting the Australian equity market is the sober outlook for world growth. Recent economic numbers confirm the world’s economies will continue in a low-growth environment. Our strategy remains... Be patient; invest for the long term, not for the fast gain. The market’s currently overpaying for... Show More

Nathan Lim

Going into 2015, the US looks to be the place to be. Australian Ethical observes indicators that track the production and movement of goods through an economy's supply chain to gauge current trading conditions. For November, they see the US pulling further ahead economically, Europe looking brittle, China and Australia... Show More

Livewire Equities

Six long-term global investment themes. Andy Gardner, Portfolio Manager and Analyst at AMP Capital, shares his views on the trend towards thematic investing. He says the approach is likely to be best suited to investors with long time horizons as well as looking at exposure to international equities. Gardner says,... Show More

Nathan Lim

Peter Switzer had us on his show last night - The Switzer Report on SkyNews. We discussed the ANU's decision to divest from certain companies, why coal is struggling because of secular headwinds and how our approach to investing is driving our success at Australian Ethical Investment. http://www.skynews.com.au/video/program_switzer/2014/10/20/switzer-segment-four-monday.html Show More

Nathan Lim

Australian Ethical updates its Global Energy Policy assessment. Energy policy leadership seems to be shifting towards the two largest emitters in the world: China and the US. China seems adamant to kill coal and the US trumpeted its leadership at the just concluded UN Climate Summit. The RET review in... Show More

Nathan Lim

Trash-To-Treasure, 3 Companies Making It Big From Garbage. Urban mining is a popular term used to describe the stripping and reusing of valuable metals mostly from electronic waste. At its core is the basic principle of recycling and acknowledges that it is cheaper and more efficient to re-use materials than... Show More

Nathan Lim

Australian Ethical updates its MACROECONOMIC ASSESSMENT. The disconnect between profit growth and valuations has become untenable which has resulted in the International Equities Trust moving to a defensive posture. The global economy remains in muted growth but focus should be on geopolitics and stock market valuations. The US recovery continues... Show More

Nathan Lim

Australian Ethical updates its GLOBAL ENERGY ASSESSMENT. Highlights include: 1) Distributed generation gaining momentum with the Arizona Public Service Company wanting to enter the solar rooftop business. 2) Europe's energy policy continues to swing towards the moderates. 3) China continues to pull out the stops to tackle its appalling air... Show More

Nathan Lim

Following up on our nine reasons why coal will continue to struggle, Peter Switzer's interview gave us a chance to delve a bit deeper into the topic. Globally, the trend towards a lower emission intensive power sector is unmistakable. http://www.skynews.com.au/video/program_switzer/2014/08/18/switzer-segment-two-monday.html Show More

Perpetual Equity Investment Company

The world's largest three economies are giving mixed signals - the US is clearly improving, China has stabilised and avoided a hard landing and Japan looks to be in contraction territory once again. Clearly, the US growth rate is overstated with the large rise in inventories, but the rise in... Show More