Harding Loevner International Fund
- 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....
Global stocks deliver their strongest monthly gains in July for almost 2 years
Global stocks had their best month in July for almost two years, partially recovering from a woeful first half of...
Harding Loevner Fund Investment Update
Portfolio Manager Peter Baughan provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
Russia, Risk, and Decision-Making
Our investments in Russia have not resulted in good outcomes for our clients. But do those outcomes point to failures...
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...