Axiom International Fund
- Harding Loevner International Fund
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom 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...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner 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...
- Axiom International Fund
- Harding Loevner International Fund
- Pengana International Equities Limited
- 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...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- 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...
- Harding Loevner International Fund
- Pengana International Equities Limited
- Axiom International Fund
- Insights
What the slowing economy means for equity investors?
Tim Richardson CFA, Investment Specialist High interest rates and weak real earnings growth are pushing consumer spending down and slowing...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Will luxury goods make your investment fund look fabulous as the economy slows?
Tim Richardson CFA, Investment Specialist “Luxury goods are the only area in which it is possible to make luxury margins.” ...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
How international travel will make your investment fund more elegant
Tim Richardson CFA, Investment Specialist “Luxury hasn't been democratised; it's been globalised.” - François-Henri Pinault, Chairman and CEO, Kering ...