Out of Our Minds

More perspectives from the Harding Loevner investment team, highlighting various other considerations beyond bottom-up fundamental research that inform the way we approach investing.

Demolition Work in Progress

In trying to make sense of this year’s breathtaking collapse in the share prices of growth stocks, it helps to understand that from policymakers’ perspective the value destruction (at least so far) has gone as planned.

Russia, Risk, and Decision-Making

Our investments in Russia have not resulted in good outcomes for our clients. But do those outcomes point to failures in our investment process?

Beauty and the Beast

The growth of passive investing is disrupting Keynes’s beauty contest and warping market structure in unnerving new directions.

Culture Club

In finance as in sports, everybody agrees that a winning culture is paramount to success. But what is it exactly? And once you hit on one, how to ensure it sticks around?

From A to Xi: Regulatory Risk in China

Recent changes in the regulatory environment in China have sparked questions and discussions about the future of investing in the country, both in the wider world and inside Harding Loevner.

Meme Stocks and Market Structure

Just months after the GameStop episode, the impact of the infamous retail-investor-led short squeeze has faded like a bad dream. Or has it?