Axiom International Fund
Debt – investment implications of higher borrowing levels
Covid, high energy prices and elevated interest rates have slowed economic activity, forcing governments to borrow huge sums to support...
How can global investors benefit from demographic change?
Demographic change is reshaping the global population - especially in developed countries - as birth rates fall and populations age....
Disruptive innovation – Unequal growth in a changing world
Technological advances and innovative business models are transforming the size and structure of entire markets. New technologies are being adopted...
Deglobalisation – What does it mean for international share markets?
Rising inequality, supply chain risk and geo-political distrust have brought the decades-long march of globalisation to a halt. Deglobalisation is...
Why Axiom believes Nvidia’s growth defies bubble concerns
Nvidia’s shares are not in a bubble, according to Bradley Amoils, a growth-obsessed investor whose fund returned 47 per cent in...
Is structural change or the economic cycle driving global share markets?
Global share markets are always driven by both structural change and the economic cycle to some degree. It is the...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner International Fund
- Press Release
Ten reasons why 2024 could be a good year for global equity investors
Global share markets performed strongly in 2023 as inflation fell and the economy remained strong, despite higher interest rates. There...
Can active managers outperform when the global economy slows?
Higher interest rates and slowing consumer spending are bringing a much wider dispersion of company earnings and stock returns. This...