Why investors need to focus on what doesn’t change, March 2023

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 . He expects a lighter than expected recession on the continent – if indeed there is one - and one of the best earnings years to date for companies held in the portfolio. Alistair explains why, rather than try and predict what could change in the future, it's best for investors to focus on what doesn't change. He also discusses the opportunities brought about by an ageing population, digitisation, decarbonisation and healthcare giving examples throughout the portfolio. Note: This interview was pre-recorded on 21 March 2023


Published on 29/03/2023 11:08am