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STRATEGY UPDATES

JAPAN EQUITIES – Q1 2026 REVIEW AND OUTLOOK

Richard Kaye, Analyst / Portfolio Manager, provides an update on Comgest Growth Japan for the first quarter of 2026 and our investment outlook.

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EUROPE EQUITIES – Q1 2026 REVIEW AND OUTLOOK

Denis Callioni, Analyst / Portfolio Manager, provides an update on Comgest Growth Europe for the first quarter of 2026 and our investment outlook.

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Global Equities – Q1 2026 Review and outlook

Zak Smerczak, Analyst / Portfolio Manager, provides an update on Comgest Global Equity Strategy for the first quarter of 2026 and our investment outlook.

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US Equities - Q1 2026 review and outlook

Christian de Roualle, Analyst / Portfolio Manager, provides an update on Comgest Growth America for the first quarter of 2026 and our investment outlook.

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What gives Comgest its edge in Japanese equities?

Richard Kaye, Portfolio Manager, discusses why investors should consider an allocation to Japan, what are the opportunities and what gives Comgest its edge in investing in Japan.

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Quality Insights with Justin Streeter

In the US, demographic ageing, rising debt loads and resource constraints are complicating the investment environment. Portfolio Manager Justin Streeter explains why Comgest views productivity as one of the defining traits of quality growth companies.

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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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