Fundamental Thinking

The perspectives of Harding Loevner’s analysts on a range of investment topics.

Post Submission 811430

Post 6-23-9

Post 6-23-1

Test HL Contributor

The Global Recycling Shakeup: Why Tech Is Replacing Cheap Labor...

A Bitter Pill: Why Big Pharma’s Era of Big Profits...

Why Subscription Revenue Is Lifting the Enterprise Software Industry—And Investor...

A Prescription for Growth? Why Pharma Companies Are Testing New...

Faster Fashion: Why Being Quick to Market Matters More Now...

Are Biosimilars the Next Big Growth Opportunity for the Pharmaceutical...

The New Retail: Why the Future of Shopping Will Be...

Why Battling Bugs Is a Booming Business, and May Be...

A Runway to Growth for Airport Services Companies

Laser Technology Continues to Burn New Ground

The Ramadan Effect: How Islam’s Holy Month Impacts Businesses

Online Marketplaces for Loans Are Growing Rapidly. Should Banks Be...

How an Industry That Helps Feed an Increasingly Hungry Planet...

Domestic Disruptors: For Some Japanese Companies, Breaking with Custom Offers...

Will the Sharing Economy Deliver the Goods?

Disrupting Your Closet: How Customized Clothing Can Remake the Apparel...

Three Reasons Cement Companies Are as Durable as Their Product

Big Data Infects Life Itself

Craft Beer Is Going Flat. Can Craft Spirits Continue the...

Why 5G Will Transform Much More Than Telecommunications

Autonomous Driving Offers No Easy Path for Investors

China’s Talents Rise Through the Ranks

A New Round in the Battle of the Brands

Out of Our Minds

Ideas, arguments, and musings from inside Harding Loevner. Revision

Passive Investing’s Past Performance Problem

Out of Our Minds—From the Beginning

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Videos

Strategy Overviews

Global Equity Strategy Overview

International Equity Strategy Overview

Emerging Markets Equity Strategy Overview

Research Strategies Overview

Global Small Companies Equity Strategy Overview

International Small Companies Equity Strategy Overview

Frontier Emerging Markets Equity Strategy Overview

Special Topics

Health Care Sector Evolution and Outlook in the Pandemic Era

Co-Lead Portfolio Managers

Paper Portfolio Managers

International Small Companies Perspectives Webcast

Risk Overview

Portfolio Risk

Behavioral Finance

CFROI & Valuation

ESG Overview

Smart Beta

WeathTrack Interview: Simon Hallett

Testing Insights disclosures!

The portfolios invest in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. They also invest in emerging markets, which involve unique risks, such as exposure to economies less diverse and mature than the US or other more established foreign markets. The Portfolios may invest in smaller companies which involve additional risks such as limited liquidity and greater volatility. Economic and political instability may cause larger price changes in emerging markets securities than other foreign securities.

Past performance does not guarantee future results. Investing involves risk. There is no guarantee that any investment strategy will meet its objective.