Harding Loevner Investment Strategy Update

Portfolio Manager Peter Baughan provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...

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Russia, Risk, and Decision-Making

Our investments in Russia have not resulted in good outcomes for our clients. But do those outcomes point to failures...

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China poised to benefit from regulatory ‘tailwind’

China’s recent regulatory change could be a surprise ‘tailwind’ for high-quality growth companies, according to international investing experts. This was...

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A Frontline View on Inflation and Its Persistence

Anecdotal reports from the companies we follow indicate differing impacts from rising prices—and offer a few clues to where inflation...

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China remains a high value target zone

The recent wave of regulatory reform in China has been highly visible, resulting in a knee-jerk reaction among investors, some...

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Modelling the Metaverse: Facebook, Apple, Meta, and the Fight to Profit from the Next Big Thing

What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a...

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Quality Growth International Equities

Portfolio Manager Jingyi Li provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...

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The long-term health of China’s society and economy

In the spring of 2020 – in the early stages of the global pandemic – we marvelled at the resiliency...

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Pengana Capital Group