Harding Loevner International Fund
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- 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...
- Harding Loevner International Fund
- Axiom International Fund
- Global Small Companies Fund
- Pengana International Equities Limited
- 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
- Axiom International Fund
- Global Small Companies Fund
- Pengana International Equities Limited
- 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...
- Harding Loevner International Fund
- Axiom 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...
- Harding Loevner International Fund
- Axiom 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...
Can Contact Lenses for Kids Solve the World’s Vision Problem?
The screens we can’t seem to live without are contributing to alarming rates of myopia, or nearsightedness, around the world....
How a Canadian Dollar Store Became One of the World’s Most Profitable Retailers
Retail chains aren’t known for particularly high profit margins, but Dollarama—where many items sell for just C$1—is the surprising exception....