Harding Loevner International Fund
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Ethical 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...
- Pengana International Equities Limited
- Axiom International Ethical Fund
- Harding Loevner 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...
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...
- Pengana International Equities Limited
- Axiom International Ethical Fund
- Harding Loevner 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...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Ethical Fund
- Harding Loevner International Fund
- Insights
Is now a good time to invest in Japanese shares?
Tim Richardson CFA, Investment Specialist The sun may finally be rising on Japan’s share market. Higher inflation and a changing...
- Pengana International Equities Limited
- Global Small Companies Fund
- Axiom International Ethical Fund
- Harding Loevner International Fund
- Insights
What the weaker credit cycle may mean for share market investors
Tim Richardson CFA, Investment Specialist The global economy is seeing a deterioration in credit conditions as higher interest rates and...
- Harding Loevner International Fund
- Pengana International Equities Limited
- Axiom International Ethical Fund
- Insights
Does quality growth investing still deliver?
Tim Richardson CFA, Investment Specialist Global quality growth stocks underperformed during 2022. This was due to a perfect storm of...
- Pengana International Equities Limited
- Axiom International Ethical Fund
- Harding Loevner International Fund
- Insights
Is a re-opened China a danger or an opportunity?
Tim Richardson CFA, Investment Specialist Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges...