Axiom International Fund
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Will artificial intelligence bring genuine profits?
Tim Richardson CFA, Investment Specialist Artificial Intelligence (AI) promises to transform the way we work. Some enterprises will adapt to...
Can ESG and sustainable investing really help build wealth?
Tim Richardson CFA, Investment Specialist ESG and sustainable investing can enhance long-term risk-adjusted investment returns. Analysing and managing ESG risks...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Is now a good time to invest in Japanese shares?
Tim Richardson CFA, Investment Specialist The sun may finally be rising on Japan’s share market. Higher inflation and a changing...
- Harding Loevner International Fund
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Insights
What the weaker credit cycle may mean for share market investors
Tim Richardson CFA, Investment Specialist The global economy is seeing a deterioration in credit conditions as higher interest rates and...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Does quality growth investing still deliver?
Tim Richardson CFA, Investment Specialist Global quality growth stocks underperformed during 2022. This was due to a perfect storm of...
- Axiom International Fund
- Harding Loevner International Fund
- Pengana International Equities Limited
- Insights
Is a re-opened China a danger or an opportunity?
Tim Richardson CFA, Investment Specialist Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges...
How investing sustainably needs active managers to make the world a better place and investors richer
Tim Richardson CFA, Investment Specialist Investors concerned about sustainability should understand clearly what they expect from their portfolio - and...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
10 themes powering earnings growth as the global economy slows
Tim Richardson CFA, Investment Specialist The impact of the global economic slowdown on profitability will be highly stock specific. Earnings...