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
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.
Does the Equity Market Know Something the Fixed Income Market Doesn’t?
When it comes to providing a mirror of where inflation is really headed, stocks may be the new bonds.
A Ground’s Eye View on Inflation and Its Persistence
Anecdotal reports from the companies we follow indicate differing impacts from rising prices—and offer a few clues to where inflation is headed.
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?
Getting Real About Inflation … and Gold
Investors counting on gold to protect portfolios from the potential ravages of inflation may be disappointed.
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