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Podcast: Nucleus Investment Insights
Episode: 6.08 No European Energy Crisis, No Problem? Not So Fast, Says the Economy | Nucleus Investment Insights
Description: 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 look at European stocks to see if they have risen too far too fast.
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Agenda:
Background
Energy
Euro
Fundamentals
Valuation
Investment implications
...