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STRATEGY UPDATES

Japan Equities - 2025 Review and outlook

Richard Kaye, Analyst / Portfolio Manager, provides an update on Comgest Growth Japan for 2025 and our investment outlook.

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Global Equities - 2025 Review and outlook

Laure Négiar, Analyst / Portfolio Manager, provides an update on Comgest Global Equity Strategy for 2025 and our investment outlook.

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EUROPE EQUITIES - 2025 REVIEW AND OUTLOOK

Denis Callioni, Analyst / Portfolio Manager, provides an update on Comgest Growth Europe for 2025 and our investment outlook.

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US Equities - 2025 Review and outlook

Louis Citroën, Analyst / Portfolio Manager, provides an update on Comgest Growth America for 2025 and our investment outlook.

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EUROPE EQUITIES - 2025 YTD REVIEW AND OUTLOOK

Mark Schumann, Analyst / Portfolio Manager, provides an update on Comgest Growth Europe for the current year and our investment outlook.

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ESG as a Quality Growth driver in the US

Liudmilla Strakodonskaya, ESG Analyst for US Equities, emphasizes governance as key in the US market due to regulatory complexities, talks about long-term performance drivers and which environmental impact AI has in terms of Quality Growth.

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Like many companies, we have observed a resurgence in fraud attempts involving the misuse of our company’s name, visual identity or contact details — particularly through the creation of fake domain names designed to deceive recipients, and in some cases, the impersonation of former employees on instant messaging apps. More information is available at this link.
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