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Portfolio Manager Alistair Wittet digs into the characteristics that define great long-term brands, the current economic situation in Europe and the differences between the European growth universe and that of the US
Richard Kaye, Co-Lead Portfolio Manager on Comgest Growth Japan, shares his insights from being based on the ground in Tokyo and explains how the region offers access to many globally leading companies which are often misunderstood by investors. He discusses recent market dynamics and makes the case for why investors should have a constant allocation to Japanese equities as part of a balanced portfolio.
Tel: +44 20 3905 5321