Harding Loevner International Fund
Pay Dirt: Capitalizing on the Electrification of Landscaping
The clock is winding down on gas-powered lawn machines. The early rulers of battery-powered outdoor equipment look to build an...
Can shares build wealth in a new era of higher inflation?
Tim Richardson, Investment Specialist – Pengana International Equities Range of Funds “I remember the $0.05 hamburger and a $0.40-per-hour minimum...
The Streaming Wars Take a Commercial Break
The knock-down, drag-out battle between Netflix and Disney that was cheered on by the market in recent years suddenly has...
The Maturation of mRNA: Will Moderna and BioNTech Ever Be More Than Viral Sensations?
Their vaccines helped beat back a global pandemic, shattering pharmaceutical sales records in the process. Now comes the hard part....
It’s Always Sunny in Xi’an: China’s Solar Solution to Europe’s Gas Problem
As attempts to address climate change and energy independence converge, a company from a solar superpower stands to benefit. ...
Quality Growth International Equities
Portfolio Manager Peter Baughan provides a portfolio update and insights from the reporting season.
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
Will growth stocks outperform once again?
Global growth stocks enjoyed a golden period in recent years. This continued throughout the pandemic as lifestyles (and spending habits)...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
How long should I wait to buy growth stocks?
Investment textbooks tell us that value stocks generally outperform growth stocks in periods of rising interest rates and economic slowdowns....