Europe remains under attack. No sooner had Ireland accepted help from the EU rescue fund, the market wolf pack had picked up Portugal and Spain's scent. Where will it end?
To an extent, it does not matter. The bottom line for me is I remain fully invested and focused on attractively valued companies that will be able to deliver dividend growth over several years. These sorts of companies will outperform over any sensible timeframe in most economic scenarios. I am not a thematic investor, but if I had to pinpoint trends, three in particular stand out and offer opportunities to European equity investors looking to overcome the headwinds facing the European economy. The first is companies with exposure to the emerging market consumer. Companies that are provi...
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