NEWS & INSIGHTS
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- 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...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- 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...
2022 A-REITs in a nutshell
2022 was characterized by sharp movements in bond yields and cash rates rising steeply in response to higher inflation. The...
WHEB’s performance review of 2022
2022 was a challenging year for the global economy. Geopolitical tensions between liberal democracies and authoritarian states finally cracked. Russia's...
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...
COP27 – more of a floor than a ceiling
So Rishi Sunak did eventually bow to pressure and join other world leaders at the second most attended climate negotiations of...
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,...
Different Approaches to Responsible Investing
An interview with Matt Mimms from the Investment Store and Executive Director Adam Myers.