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.

Macro Do’s and Don’ts

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.

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?

Too Much Information

For investors today, one of the hardest jobs has become knowing what to ignore.

When Will Life Return to Normal?

A frank assessment of what vaccine production and distribution delays—and concerning data about new COVID-19 variants—mean for the rest of 2021 and beyond.

Down the Rabbit Hole

Lewis Carroll’s Alice in the Wonderland can seem the perfect metaphor for a market trading at record valuations amid a global pandemic. But the most insightful perspective may come from a line in the movie.

Out of Our Minds—From the Beginning

Before everyone knew them as “factors,” quality, growth, and value indications were the way we identified good companies, in a way that fit our personalities.

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