In an investment environment currently dominated by macroeconomic and political developments, individual corporate fundamentals are being ignored, making for arduous conditions for bottom-up European stock pickers.
Where risk-averse investors have been allocating to equities, it is large-cap defensives that have benefited as a perceived safe haven. But amid the noise and barrage of negative headlines surrounding Europe it is important to remember it remains home to a number of world-class companies that are still enjoying growth in Europe and beyond, even if the overall European economic growth profile is weak. Taking a five-year investment view, we look for companies that operate in a particular niche where growth is high and accelerating. These companies may be domiciled in Europe but are always ...
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