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Lindy's Law : Les entreprises peuvent vivre longtemps, en particulier lorsqu’elles ont déjà une longue histoire derrière elles.
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.
Despite a rough few weeks for the stock market, Alistair Wittet, co-manager of Comgest Growth Europe ex UK fund, gives us a few positive points on European markets at the start of the year.
Alistair Wittet, co-manager of Comgest Growth Europe ex UK tells us why Europe is “business as usual” despite the outlook of a recession on the continent.
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Email: lvanderkroft@comgest.com
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