Harding Loevner International Fund
China poised to benefit from regulatory ‘tailwind’
China’s recent regulatory change could be a surprise ‘tailwind’ for high-quality growth companies, according to international investing experts. This was...
A Frontline View on Inflation and Its Persistence
Anecdotal reports from the companies we follow indicate differing impacts from rising prices—and offer a few clues to where inflation...
China remains a high value target zone
The recent wave of regulatory reform in China has been highly visible, resulting in a knee-jerk reaction among investors, some...
Modelling the Metaverse: Facebook, Apple, Meta, and the Fight to Profit from the Next Big Thing
What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a...
Quality Growth International Equities
Portfolio Manager Jingyi Li provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
The long-term health of China’s society and economy
In the spring of 2020 – in the early stages of the global pandemic – we marvelled at the resiliency...
Using behavioural finance to make better investment decisions
Behavioural Finance is a decision-making framework that seeks to combine behavioral and cognitive psychological theory with conventional finance to provide...
Ushering in a new era of drug development
In recent decades, thanks to a deeper understanding of underlying biological mechanisms, drug development has progressed in leaps and bounds...
Introducing the Pengana Harding Loevner International Fund
The Pengana Harding Loevner International Fund invests in high-quality, growing companies identified through fundamental research with a long-term, global perspective. After an...