Harding Loevner International Fund
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- 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
- Axiom International Fund
- Pengana International Equities Limited
- 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...
The Last Great Malls on Earth
In the Philippines, shopping malls are central to consumers’ lives. But how have those malls adapted to post-pandemic life? The...
How the US is onshoring production to avoid China weaponizing key imports
Tim Richardson CFA, Investment Specialist Big moves are underway to onshore production of the essential building blocks of the US...
Can we save the planet and still keep the wheels turning?
Tim Richardson CFA, Investment Specialist Developed economies are striving to decarbonise transport. But China dominates the EV battery supply chain,...
To the Bone: On the Front Lines of the Food Industry’s Automation Frontier
In labor-starved Japan, a secretive soup and seasoning supplier perfects the recipe for scaling the essence of great cuisine. Key...
Where on Green Earth Do We Store All This Wind and Solar Power?
In a global energy transition characterized thus far by imperfect solutions and uneven progress, the market for one critical piece...
- Harding Loevner International Fund
- Pengana International Equities Limited
- Axiom 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 ...