China Analyst Lee Gao discusses the implications of new ESG disclosure standards being introduced in Mainland China and how these standards compare to those in other Asian countries. He also explains how China’s disclosures may be a step toward international standardization of ESG reporting.
Portfolio Manager and Analyst Patrick Todd discusses why hearing and vision care companies are particularly well-positioned for long-term growth and highlights notable businesses in these areas.
Portfolio Manager and Analyst Wenting Shen discusses her experiences visiting China this summer amid the country’s COVID-19 lockdowns. She comments on notable domestic consumer trends, the implications of the pandemic on Chinese manufacturing, and how the government’s ebbing COVID measures have affected markets.
Asset Allocation Strategist and Portfolio Manager Edmund Bellord is interviewed for this article discussing the interrelationship between market movements and the Federal Reserve’s policy decisions. Bellord explains why the Fed’s efforts to restrain inflation will likely cause stocks prices to fall further.
In this Bloomberg article on investing in China, CIO and International Equity PM Ferrill Roll notes the interest among some investors for Emerging Markets strategies that exclude China.
In his daily Bloomberg newsletter, John Authers discusses what he calls “a very interesting essay” written by Asset Allocation Strategist and Portfolio Manager Edmund Bellord for Harding Loevner’s “Out of Our Minds” series. Bellord discusses why stock prices, rather than bond-market behavior, may be a better signal of inflation expectations […]
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.
Vice Chairman Simon Hallett outlines the core characteristics of a skilled active manager and notes why passive investing is riskier than it looks.
Vice Chairman Simon Hallett talks about his more-recent role as Chairman of the Plymouth Argyle football club and discusses how investing and running a football club are subject to similar behavioral biases. Both arenas, he explains, require structured processes to combat these biases and improve decision-making.
In a wide-ranging discussion on the Excess Returns podcast, Portfolio Manager and Analyst Rick Schmidt addresses, among other topics, Harding Loevner’s definition of quality, the challenge of valuing growth companies, what makes a strong brand, and how “collaboration without consensus” enhances long-term investment decision-making.
In a January 2022 Barron’s Streetwise podcast, Portfolio Manager Edmund Bellord discusses potential US Federal Reserve policy responses to rising inflation and how increasing interest rates may influence equity valuations.
In a November 2021 New York Times article, Portfolio Manager Chris Mack weighs in on the future outlook for “stay-at-home” stocks that benefitted during the pandemic.