Books and cars: The sweet spots where Europe leads the way

ON EUROPE

All ships rose with the tide during last year's EU market rallies. For those investors worried about upside potential from here, Henderson's European growth manager Simon Rowe highlights the sectors where European companies have a world-beating competitive edge.

With fear abating, investors have recognised that many European companies have been unduly punished, and have been marked down based on where they are domiciled, rather than any fundamental weakness. But there are niches where Europe is leading the way. Pharma that can thrive Whereas many areas within the healthcare industry have suffered significant price cuts or price freezes, firms producing insulin products have managed to increase prices significantly, particularly in the US. Modern eating habits are leading to rapidly rising levels of diabetes in both developed and develop...