Insights
Why hasn’t consumer spending fallen off a cliff?
Interest rate hikes have not stopped consumers spending as abruptly as many had expected, due to full employment and rising...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Fund
- Harding Loevner International Fund
- Insights
What happens to global share markets if interest rates stay higher for longer?
Sticky inflation may force central banks to keep interest rates elevated for an extended period after they stop hiking. Investors...
Putting the backbone into a renewable energy future
Renewable energy and electrification can deliver 75% of the energy-related CO2 emissions reductions needed to keep global temperature increases “well...
Investing with Purpose: Exploring the Pengana Axiom International Ethical Fund
The Pengana AXIOM International Ethical Funds offers an option of HEDGED or UNHEDGED portfolios of dynamic and growing companies undergoing...
- Harding Loevner International Fund
- Pengana International Equities Limited
- Axiom International Fund
- 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...
Environmental Policies vs. Economic Realities: Unravelling the Conundrum Amid a Cost of Living Crisis
The recent heat wave sweeping across the globe serves as a stark reminder of the urgency of combating climate change....
Should Aussie global equity investors hedge their foreign currency exposure?
Tim Richardson CFA, Investment Specialist Australian dollar weakness has been supporting Aussie investors’ returns from global equities. But economic recovery,...
Generative AI Through a Fundamental-Research Lens
The following is an excerpt from Investment Manager Harding Loevner's second-quarter report for their Global Equity strategy. Click here to read...