Harding Loevner International Fund
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...
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,...
To the Bone: On the Front Lines of the Food Industry’s Automation Frontier
In labor-starved Japan, a secretive soup and seasoning supplier perfects the recipe for scaling the essence of great cuisine. Key...
Where on Green Earth Do We Store All This Wind and Solar Power?
In a global energy transition characterized thus far by imperfect solutions and uneven progress, the market for one critical piece...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Will luxury goods make your investment fund look fabulous as the economy slows?
Tim Richardson CFA, Investment Specialist “Luxury goods are the only area in which it is possible to make luxury margins.” ...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
How international travel will make your investment fund more elegant
Tim Richardson CFA, Investment Specialist “Luxury hasn't been democratised; it's been globalised.” - François-Henri Pinault, Chairman and CEO, Kering ...
How investors can avoid the zombie apocalypse
Tim Richardson CFA, Investment Specialist “A bank is a place that will lend you money if you can prove that...
Are we heading back to 70s-style stagflation?
Tim Richardson CFA, Investment Specialist “This is nothing like the 1970’s, which was a pretty dismal period, and not just...