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.

Richard Kaye, Portfolio Manager, Japanese Equities,  discusses why investors should consider an allocation to Japan, why tariff impacts seem a low risk and what gives Comgest its edge in investing in Japan

Dans ce webinaire de 27 min, William Bohn, Analyste - Gérant et Sébastien de Frouville, Responsable Relations Investisseurs échangent sur la gestion du fonds Comgest Growth Europe Smaller Companies.

Analyst & Portfolio Manager Bhuvnesh Singh talks about India’s economic growth businesses, highlighting the importance of strong earnings growth, diversification and ESG factors to manage portfolio risks.

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.

Dans ce webinaire de 20 minutes, Alexandre Narboni, analyste – gérant et Sébastien de Frouville, relations investisseurs, échangent sur la gestion du fonds Comgest Monde.