China’s late September stimulus measures took many investors by surprise. Misperceptions and fears have convinced many that China is no longer an investable market. Beyond the macroeconomic challenges and headlines, Comgest believes that China remains a great hunting ground for quality growth companies.

Financial metrics are crucial for evaluating a company’s value, but they don’t tell the whole story, writes ESG Analyst/Portfolio Manager Petra Daroczi. Human capital – the knowledge and skills people acquire throughout their lives – can be a significant competitive advantage, much like traditional capital expenditures on goods and services.

Europe’s largest companies are powering the MSCI Europe index, with market giants over €100bn contributing nearly 20% to returns. Despite challenges like inflation and geopolitical tensions, many have remained resilient. But what sets apart these companies from those that have hit their peak? Product Specialist Wolfgang Fickus dives into what makes these leaders stand out from the herd.

These days the world seems to be changing faster than ever. Rising geopolitical tensions and technological advancements, such as artificial intelligence, are increasing volatility in the global economy.