Australia’s Renewable Energy Target Review imperils local renewable energy sector US shale oil and gas policy debate increasingly finding bipartisan support EU gearing up to finalise its 2030 energy policy targets China to start national carbon trading by 2016 Japan continues to push solar and nuclear agenda Momentum is building for an energy transformation in […]
Nathan Lim
Australian Ethical’s global macroeconomic assessment
Pockets of optimism evaporated in Australia The US is powering ahead Europe appears to be approaching stalling conditions While the US has good economic arguments for the rebound that occurred in its stock market over the latter half of August, the same cannot be said for Europe and Japan. The indicators we track suggest Europe […]
China research trip confirmed investment downgrade by Australian Ethical
“Four cities, five days, 14 companies: we made the most of our trip to China and it confirmed our concerns and reaffirmed our decision to downgrade our economic assessment for the country. “We also picked up several key insights into China’s development,” said Nathan Lim who runs the international equities fund. China has settled into […]
LED switching in the US could save the equivalent of nine Loy Yang power station
Australian Ethical International Equities Trust’s Portfolio Manager, Nathan Lim discusses Energy Efficiency in this Month’s Portfolio Reflections Cleantech investors no longer need to punt on technology start-up to gain sensible exposures to the secular efficiency thematic LED switching in the US could save the equivalent of nine Loy Yang power stations of power Chemical free […]
Australian Ethical updates its global energy policy assessment
Australia’s government shows an ideological opposition to renewable energy Surging US crude oil production will bring the energy security debate back to the fore US Environmental Protection Agency tightening the rules around all forms of pollution (carbon, SOx, NOX, mercury) Google financing US residential solar systems German energy policy takes a pragmatic turn – pressure […]