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.

Based in the Land of the Rising Sun, Portfolio Manager Richard Kaye dives into the value versus growth debate in our latest investment letter on Japan. He highlights that while so-called value stocks have benefitted from higher inflation and interest rates, Comgest’s consistent, long-term growth style is designed to thrive beyond these temporary market shifts. From our perspective, quality growth companies are better positioned for long-term success.