Harding Loevner International Fund
TSMC Leads Emerging-Markets Returns due to AI Enthusiasm
Momentum strategies were a powerful force for global equities in 2024, primarily ones that followed artificial intelligence (AI) and its extended...
DeepSeek Rattles Markets But Not the Outlook for AI
A one-year-old artificial-intelligence (AI) startup born out of a Chinese hedge fund released a powerful AI model on January 20...
Can a New CEO Really Make a Difference?
Intel and Schneider Electric along with some other big companies decided to replace their chief executive officers in recent months....
It Takes a Village: The Semiconductor Industry’s Vital Equipment Suppliers, in Four Charts
Just about anything with an on-off switch contains a semiconductor chip, but only a few companies produce them, and a...
How Microsoft Became the Business World’s Portal to Generative AI
After missing out on the smartphone era, the company made its software indispensable to the workplace. Now, as businesses look...
- Harding Loevner International Fund
- Axiom International Fund
- Global Small Companies Fund
- Pengana International Equities Limited
- 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...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner International Fund
- Insights
What happens to global share markets if interest rates stay higher for longer?
Sticky inflation may force central banks to keep interest rates elevated for an extended period after they stop hiking. Investors...