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STRATEGY UPDATES

What does Comgest’s Quality Growth approach look like in emerging markets?

Nick Payne, Portfolio Manager, takes us inside Comgest’s investment philosophy and process, from the three pillars that define a quality business to the approach to risk, opportunity and the discipline of staying invested.

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Where are the opportunities in emerging markets today?

Nick Payne, Portfolio Manager, discusses why investors should take a fresh look at emerging markets, what is driving their recent performance and where the opportunities lie beyond technology, and what investors most often get wrong about the asset class.

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GLOBAL EQUITIES – H1 2026 REVIEW AND OUTLOOK

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

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GLOBAL EMERGING MARKETS EQUITIES - H1 2026 REVIEW AND OUTLOOK

Abla Bellakhdar, Analyst / Portfolio Manager, provides an update on Comgest Global Emerging Market Equity Strategy for the first half of 2026 and our investment outlook.

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EUROPE EQUITIES – H1 2026 REVIEW AND OUTLOOK

Bassel Choughari, Analyst / Portfolio Manager, provides an update on Comgest Growth Europe for the first half of 2026 and our investment outlook.

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US Equities - H1 2026 Review and Outlook

Louis Citroën, Analyst / Portfolio Manager, provides an update on Comgest Growth America for the first half of 2026 and our investment outlook.

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