China inches towards corporate ESG disclosure standards

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.

Patrick Todd on TD Ameritrade

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.

What This Money Manager Learned Traveling in Covid-Zero China

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.

This Market Rally Could Force the Fed to Raise Rates Higher

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.

Are Markets Better Understood Without Equality?

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 […]

Patrick Todd on TD Ameritrade Network

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.

Rick Schmidt on TD Ameritrade Network

Rick Schmidt, portfolio manager for the Emerging Markets Equity and Global Equity strategies, discusses the importance of maintaining a long-term perspective when investing in times of crisis. He also highlights a few investment ideas among high-quality, growing companies.