Harding Loevner International Fund
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...
- Harding Loevner International Fund
- Axiom International Fund
- Global Small Companies Fund
- Pengana International Equities Limited
- 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...
- Pengana International Equities Limited
- Harding Loevner International Fund
- Axiom International Fund
- Insights
Why is the neutral rate of interest rising and should we care?
Tim Richardson CFA, Investment Specialist The neutral rate of interest appears to be rising as households spend more and save...
Hydrogen’s Future Is Finally Looking Green
With the help of the US Inflation Reduction Act and other energy-transition initiatives around the world, at least one obstacle...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- 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...