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.
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 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.
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?
Harding Loevner’s resident owner of an English soccer club reflects on what having a foot in both worlds has taught him about our collective bias toward action.
Having a structured process is still the key to enabling better investment decision-making.