188. Building materials, healthcare, renewables and luxury goods – Europe is actually quite good at a lot of things

Barings Europe Select Trust co-manager Rosemary Simmonds tells us why the sector is often overlooked and underappreciated, despite having a number of growth drivers and innovation in numerous areas. She discusses the attractive valuations in the sector and why they are a safe bet for those looking for growth in a challenging environment. Rosemary also looks at the inflationary challenges facing the region and talks us through some of the companies that have benefitted off the back of the pandemic and the growing move to renewable energy.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.