During a period when macroeconomic variables and geopolitical events seem to be driving so much of equity returns, it can be tempting to try to forecast what happens next. Good luck with that.
Out of Our Minds
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.
Portfolio manager and analyst Wenting Shen braved China’s Zero-COVID policy to reconnect in person with her portfolio investments—and her family. This is what she encountered.
When it comes to providing a mirror of where inflation is really headed, stocks may be the new bonds.
Our investments in Russia have not resulted in good outcomes for our clients. But do those outcomes point to failures in our investment process?
The growth of passive investing is disrupting Keynes’s beauty contest and warping market structure in unnerving new directions.
Anecdotal reports from the companies we follow indicate differing impacts from rising prices—and offer a few clues to where inflation is headed.
The country’s recent wave of changes may not be quite as unprecedented as it seems.
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?
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.
At both a US-based investment firm and a forward-thinking club in the third tier of the English football leagues, an age-old battle rages anew.
Which industry is in the best position to deliver better care at more reasonable prices? It depends on whom you ask.