You are visiting Luxembourg
If this is incorrect,
Postcards
Notes from Global Team
26-Jul-2023
Kira Huppertz
Analyst / Portfolio Manager
Laure Négiar
Analyst / Portfolio Manager
Alexandre Narboni
Analyst / Portfolio Manager
Zak Smerczak
Analyst / Portfolio Manager
Greetings from Comgest’s Global Equity Investment Team!
In Q1 2023, members of Comgest’s Global Team hit the road, criss-crossing the US, Japan, Korea and Taiwan in search of new ideas and meeting up with some of the companies driving sector trends in our global equities portfolio. A few of our engagements marked the first in-person meetings since the pandemic. Overall, we gained valuable insights into local sentiment and expectations for 2023 and beyond. Artificial intelligence (AI) remains a hot topic across industries like healthcare, data providers and semiconductors. Below are key takeaways from our on-the-ground perspective of the themes driving our quality growth companies.