Markets Recon

Harding Loevner

Est. 1989

51-200 employees Investment Management

About Harding Loevner

Harding Loevner LP is a growing global asset management firm headquartered in New Jersey, USA (Metro NYC). Harding Loevner manages over $49 billion in long-only equity portfolio strategies comprising of high-quality, growing companies in developed, emerging and frontier markets. Harding Loevner’s investment strategies are offered as institutional separate accounts, mutual funds, UCITS, and through sponsored wealth management programs. Our global client base includes leading global investment institutions, such as sovereign wealth funds, major foundations, endowments, pension plans, private family offices, and individuals.

Our professional culture is one of transparency, collaboration, accountability and integrity. We are committed to providing all staff with opportunities for career advancement through education, training and personal achievement.

Please visit https://www.hardingloevner.com/important-disclosures/

The Emerging Markets Companies Powering Modern Industry

06 Oct 2026

Companies from Inovance to SK hynix highlight the growing importance of EM-based businesses in global manufacturing and technologies.

By Harding Loevner In Emerging Markets, Equities

What We Talk About When We Talk About Momentum

23 Sep 2026

When investors point to momentum as a reason for stock returns, they could be misunderstanding what they are analyzing.

By Harding Loevner In Equities

Nuclear Energy is Clean, Safe, and Really, Really Expensive to Build

01 Jun 2025

Tech companies looking for a clean energy source to power AI data centers are turning to nuclear, which has the ability to produce carbon-free electricity at scale; but the price tag will be high.

By Harding Loevner In Equities, Thematic / Megatrends, Commodities, Sustainability

MercadoLibre Defies Skeptics as Spending Spree Begins to Pay Off

01 May 2025

For years, the Argentine company invested heavily in a transportation network to help grow its e-commerce platform, the success of which has enabled it to branch into more profitable lines of busin...

By Harding Loevner In Thematic / Megatrends, Fixed Income, Sustainability, Equities, Commodities

Old Pipes and New Customers: Water As a Growth Industry

01 Feb 2025

Between aging pipes and growing populations, there is a growing need for cost-effective, modern infrastructure to deliver the most precious of resources—water.

By Harding Loevner In Thematic / Megatrends, Equities, Private Markets

Schneider’s Growth Turns Electric

01 Feb 2025

Demand is on the rise for energy-efficient electrical systems and automation tools. This is helping Schneider Electric to grow revenue at a rate that defies the stereotype of big, old Industrials c...

By Harding Loevner In Equities, Commodities, Thematic / Megatrends

It Takes a Village: The Semiconductor Industry’s Vital Equipment Suppliers, in Four Charts

01 Dec 2024

Just about anything with an on-off switch contains a semiconductor chip, but only a few companies produce them, and a chunk of their capital spending goes toward high-tech machinery and other speci...

By Harding Loevner In Equities, Thematic / Megatrends

Rise of the Machines (For Real This Time)

01 Oct 2024

Companies have tried to build and sell humanoid robots for decades but are now figuring out how to do it profitably.

By Harding Loevner

Solving AI’s Energy Dilemma

01 Sep 2024

Can tech companies pursue the growth opportunity of generative artificial intelligence and still meet their climate goals?

By Harding Loevner In Equities, Commodities, Thematic / Megatrends, Sustainability