Fundamental Thinking

The perspectives of Harding Loevner’s sector and industry analysts on a range of investment topics.

Solving AI’s Energy Dilemma

Can tech companies pursue the growth opportunity of generative artificial intelligence and still meet their climate goals?

Hydrogen’s Future Is Finally Looking Green

With the help of the US Inflation Reduction Act and other energy-transition initiatives around the world, at least one obstacle that long stood in the way of green hydrogen production is being knocked down. Several industries stand to benefit.

The Pot Thickens: Online Gambling Comes of Age

With the pandemic accelerating internet wagering’s spread around the world, a handful of seasoned global players vie with new regulation and competition to take their game to the next level.

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