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
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Sam Kerr is a Senior Financial Advisor at Nucleus Wealth.