International Investing Opportunities With Comgest

<p>Join our 7investing FREE email list to receive our investing insights and conversations with the CEOs of PubMatic, Rocket Lab, and more at 7investing.com/email. We as investors often suffer from &quot;home court bias&quot;, where we&#39;re most interested in the opportunities who are based in the country that we live in. We&#39;re familiar with the culture and the currency, so it&#39;s easier for us to invest closer to home. Yet the business world stretches to all corners of the globe, and investing is similarly an global phenomenon. Astute investors who are willing to put in a bit more research are often rewarded by the opportunities offered by other countries. So where are those opportunities today? Are there certain countries that are particularly lucrative for investors? Are there specific companies who are winning on the global stage? To answer those questions, we&#39;re welcoming back two of our favorite guests. 7investing CEO Simon Erickson recently spoke with Comgest&#39;s portfolio managers Rick Mercado and Richard Kaye about international investing. Comgest is an independent global asset management firm based in Paris, who manages $30 billion and has a knack for finding long-term growth opportunities. The three kicked off the conversation by sharing perspective on the global macroeconomy. Interest rates are rising and threats of a recession are looming, yet bottoms-up research and stress-testing of companies still shows that the fundamentals of most businesses are still sound and attractive. Tech companies like Microsoft (Nasdaq: MSFT) appear well-positioned to benefit from AI, while the membership-based Costco (Nasdaq: COST) appears resilient to an economic downturn. Perhaps surprisingly, high-end consumer discretionary names like Louis Vuitton Moët Hennessy (OTC: LVMHF) and Ferrari (NYSE: RACE) have similarly shown a resilience to the challenging macro. Richard then discussed investing in Japan. He points out that Japan&#39;s growth rate is amongst the highest of OECD nations, yet its market