The energy crisis created significant pessimism in Europe in 2022. A record-warm winter averted a (further) crisis and European stocks rallied significantly higher. But the absence of a crisis is not the same as a recovery.
In this investment podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr looked at European stocks to see if they have risen too far too fast.
Agenda:
- Background
- Energy
- Euro
- Fundamentals
- Valuation
- Investment implications
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
---------------------------------------
Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.
Tags:
Interest Rates Rises, economic slowdown, Personal finance, Opportunity, Nucleus Investment Insights, US fed, Stocks, investingtips, Forecast, Ukraine-Russia war, #Russia, Europe, Price earnings, finance, European Stocks, #Ukraine, investment podcast, RBA, energy, economists, Recession, Expectations, finance podcast, money, Webinars, Damien Klassen, Shares, Inequality, value chain, Nucleus Wealth, Australia, Energy Crisis, inflation, Investing, investment, stock market valuation, economics
Post by Samuel Kerr
February 23, 2023
February 23, 2023
Samuel has a Master of Financial Planning and a Bachelors degree in Psychology. He has worked in Financial Services since 2017 as a Financial Adviser and Mortgage Broker. Sam is a dynamic individual and has a real passion for investing and compound interest. He prides himself on his professionalism and ethical conduct, always striving for the best outcomes for his clients. He really enjoys helping people achieve their goals and loves the investment journey.