International Equity Portfolio Manager Patrick Todd explains the recent underperformance of growth stocks and examines the attractive valuations available in emerging markets. He also discusses two non-US businesses that he considers attractive long-term investments.
CIO and International Equity Portfolio Manager Ferrill Roll discusses his response to the closing of Russia’s stock market in the wake of the intense sanctions against the country.
Tunde Ojo, portfolio manager for Harding Loevner’s Frontier Emerging Markets Equity and International Equity strategies, discusses the relative attractiveness of US versus non-US markets, opportunities in the Information Technology sector, and managing the risks of COVID-19 and regulatory change in China.
Bryan Lloyd, Portfolio Manager, International Equity, discusses home country bias and why investors should consider increasing their portfolios’ foreign exposure.
Investing in resilient businesses that are relatively insulated from geopolitical and economic events is one approach to navigating rapidly changing markets. Bryan Lloyd, an analyst and portfolio manager for Harding Loevner’s International Equity strategy, discusses the world’s largest fuel retailer, which he believes is less vulnerable to swings in oil […]
Interest in international equities has been growing among pensions and other institutional investors due to attractive pricing relative to US equities. Kristin Burke, a manager of institutional business development at Harding Loevner, discusses how international markets provide opportunities for investors looking to diversify their investments.