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In conversation: Richard Kaye, Analyst & Portfolio Manager at Comgest, moderated by Brendan Maton (IPE).
Franz Weis, Analyst / Portfolio Manager, provides you with an update on Comgest Growth Europe ex UK for the current year and investment outlook.
Mark Schumann, Analyst / Portfolio Manager, provides you with an update on Comgest Growth Europe for the current year and investment outlook.
In this video, Portfolio Manager Louis Citroën explores the intricacies of the US economy and highlights its attractiveness for investors. He illustrates how our portfolio aims to achieve long-term growth by focusing on quality growth companies that tend to thrive regardless of market cycles, trends or geopolitical developments.
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.