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Australian Ethical updates its MACROECONOMIC ASSESSMENT
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 but Europe and Japan are showing sudden weakness in recent economic data we track. (VIEW LINK)
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Nathan Lim is the Chief Investment Officer at Lonsec Holdings. He is responsible for building and managing Lonsec’s suite of investment solutions, devising strategies for growth and acting as the liaison with the market. Nathan has industry-recognised expertise, having won multiple awards for portfolio management and fund selection in both conventional and Responsible Investment categories.
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