Markets Recon

Harding Loevner

since 1989

51-200 employees
Investment Management

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/

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

18 days ago

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

1 month ago

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, Macro

Old Pipes and New Customers: Water As a Growth Industry

4 months ago

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

4 months ago

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

6 months ago

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)

8 months ago

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

9 months ago

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

How Microsoft Became the Business World’s Portal to Generative AI

11 months ago

After missing out on the smartphone era, the company made its software indispensable to the workplace. Now, as businesses look to the new era of artificial intelligence, the Microsoft 365 and Micro...

By Harding Loevner In Thematic / Megatrends

Wegovy and the Topsy-Turvy World of Weight-Loss Drugs

1 year ago

Ozempic kicked off a craze for weight-loss drugs, but Eli Lilly and Novo Nordisk may not dominate obesity the way they have dominated diabetes.

By Harding Loevner In Thematic / Megatrends