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5 February 2026
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With domestic equities markets affected by macroeconomic volatility in 2022, Australian Ethical discusses the headwinds faced by investors and some of the opportunities this environment creates for 2023.
Australian Ethical’s Head of Asset Allocation takes a look back at the major forces influencing markets in 2022, the impact of inflation on retirement incomes and shares his long-term views for asset classes.
Much economic success is based on private goods, where the benefit derives to the owner. The challenge for economics is with public goods, and our current Year 12 students are learning to address market failures.
There are significant differences in the sector weightings of an ethical fund versus an index, and while this has caused some short-term headwinds recently, the tailwinds are expected to blow over the long term.
Amid the war in Ukraine, the investment industry is debating whether the EU should recognise the defence industry as a positive contribution to social sustainability. Does maintaining peace outweigh the social harm?
A topic that was once considered niche is now an enduring component of the investment decision-making process. Here we cover the fundamental investment approaches and strategies that consider ESG matters.
Clients are demanding inclusion of ESG analysis into portfolios to enhance corporate transparency and protect the environment. The availability of ESG data is meeting these needs while not comprising returns.
Australian Ethical explains its first move into active ETFs, Murray's best investments and one he'd prefer to forget, a stock he will hold for 10 years, and why they hold supermarkets that sell tobacco and alcohol.
All fund managers now claim to take ESG factors into account, but a multi-asset ethical fund will look quite different from a mainstream fund. Faced with low fixed income returns, alternatives have a bigger role.
Although Australian investors are among the most ESG-aware in the world, with the vast majority wanting responsible and ethical investments, there are still some misconceptions to dispel.
It's now well established that ethical and sustainable investing enhances returns, but as fund managers jump aboard, what is required to build principles firmly into all portfolios?
The strictness of screening processes can vary between ethical ETFs, and many rely on indices without additional oversight. This can result in stock inclusions that may not pass the ethical ‘smell test’.
What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.
At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.
Treasury has released draft legislation for a new version of the controversial $3 million super tax. It's a significant improvement on the original proposal but there are some stings in the tail.
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
The predictions include dividends will outstrip growth as a source of Australian equity returns, US market performance will be underwhelming, while US government bonds will beat gold.
We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.