Archives

Inflation has been the relentless economic theme of the last two years. Even with interest rates higher than before the pandemic, global supply chains no longer paralyzed by virus-related bottlenecks, and the World Health Organization declaring an end to the COVID-19 emergency, prices for goods and services in many parts […]

Portfolio manager Pradipta Chakrabortty discusses the earnings bright spots within emerging markets regions and sectors.

Jafar Rizvi, CFA, has co-managed the International Small Companies strategy at Harding Loevner for a decade and the Global Small Companies strategy since it launched more than four years ago. He shares the joys and challenges of searching for quality in a corner of the market that lacks an investor roadmap.

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.

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.

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.

Which industry is in the best position to deliver better care at more reasonable prices? It depends on whom you ask.

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

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.

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.