Harding Loevner International Fund
Harding Loevner Fund Investment Update
Portfolio Manager Peter Baughan provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
Russia, Risk, and Decision-Making
Our investments in Russia have not resulted in good outcomes for our clients. But do those outcomes point to failures...
China poised to benefit from regulatory ‘tailwind’
China’s recent regulatory change could be a surprise ‘tailwind’ for high-quality growth companies, according to international investing experts. This was...
A Frontline View on Inflation and Its Persistence
Anecdotal reports from the companies we follow indicate differing impacts from rising prices—and offer a few clues to where inflation...
China remains a high value target zone
The recent wave of regulatory reform in China has been highly visible, resulting in a knee-jerk reaction among investors, some...
Modelling the Metaverse: Facebook, Apple, Meta, and the Fight to Profit from the Next Big Thing
What has long been a subject of science fiction—a totally immersive virtual world inhabited by all of humanity—is increasingly a...
Quality Growth International Equities
Portfolio Manager Jingyi Li provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
The long-term health of China’s society and economy
In the spring of 2020 – in the early stages of the global pandemic – we marvelled at the resiliency...