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.
CIO and International Equity Co-Lead Portfolio Manager Ferrill Roll is one of the investment professionals quoted in this article about continued optimism toward China among many asset managers. Roll discusses how lessons learned from the 2003 SARS outbreak informed Harding Loevner’s decision to stay invested in China during the COVID-19 […]
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 […]
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.
Morningstar updated its Fund Analysis for Harding Loevner’s Frontier Emerging Markets strategy, describing it as “one of only a handful of U.S.-based funds that target frontier markets.” The report discusses the strategy’s investment process, investment team, and long-term performance.
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.
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.
Vice Chairman Simon Hallett outlines the core characteristics of a skilled active manager and notes why passive investing is riskier than it looks.