NEWS & INSIGHTS
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...
Healthy returns from health care companies
Slowing consumer spending impacts corporate earnings growth across much of the economy. However, health care profits are often driven by...
Ethical investing – an every day priority?
Investors aim to maximise their returns but want to understand the impact companies in their portfolios have on the wider...
Identifying winners as technology changes the world
The Fund currently holds a 28% weighting in the technology sector, with significant further investments in dynamically growing tech-orientated companies....
Hydrogen’s Future Is Finally Looking Green
With the help of the US Inflation Reduction Act and other energy-transition initiatives around the world, at least one obstacle...
The future of life science tools: from pandemic response to sustainable solutions
The life sciences industry played a central role in tackling the COVID-19 pandemic. Historically, it has taken a decade on...
- Pengana International Equities Limited
- Harding Loevner International Fund
- Axiom International Fund
- Insights
Will artificial intelligence bring genuine profits?
Tim Richardson CFA, Investment Specialist Artificial Intelligence (AI) promises to transform the way we work. Some enterprises will adapt to...