SPEU - European Industrials: A Hotbed Of Growth For Equity Investors
2024-06-12 10:40:00 ET
Summary
- Investors seeking growth in European equities might be discouraged by the lack of technology titans that dominate US markets.
- As a sector, European industrials offer solid and improving earnings growth.
- High return on invested capital is a good indicator of underlying business quality, which helps support structurally above-market earnings and cash flow growth through the business cycle.
By Thorsten Winkelmann & Marcus Morris-Eyton
Today's industrial business models offer surprising sources of consistent earnings growth. ...
European Industrials: A Hotbed Of Growth For Equity Investors