Three investment themes in a recovering Europe

SW Mitchell Capital's Stuart Mitchell, manager of the SWMC European fund, highlights three investment themes he noted following meetings with management teams at European companies.

In this video, he discusses how the recovery is continuing apace in the eurozone, even in the hard hit Spanish property market. However, he notes a weak GDP reading from the US economy last week shows the country is not bouncing back as rapidly as expected, which has hit sales in some European suppliers to the country.