Hopes for real estate sector revival risk disappointment
Those who make money in Luxembourg’s real estate sector are still in shock after the arrival in this country of the long-ago predicted 2023 global real estate correction.
Comgest: value and growth are not incompatible
Pierre Lamelin, manager of the Comgest Growth Europe fund, has made finding value in growth companies the cornerstone of his strategy. These companies, with their unique combination of value and growth characteristics, are invariably labelled quality. The manager is convinced that these companies, given their higher and predictable earnings growth, will outperform the market in the longer term.