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Europe: The Slow and Steady Train

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Manage episode 465929609 series 70567
Content provided by Dr. David Kelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

For investors, Europe seems like a train in a station, perpetually gathering steam and loading up for a long-delayed journey, but clearly advertising only a modest pace when it gets under way. Such has been the case for the European economy and, even more so, for European equities for many years. This has, of course, been deeply frustrating for those investing in European stocks, which, while often producing OK returns, have underperformed U.S. stocks in 12 of the last 15 years.

  continue reading

381 episodes

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iconShare
 
Manage episode 465929609 series 70567
Content provided by Dr. David Kelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

For investors, Europe seems like a train in a station, perpetually gathering steam and loading up for a long-delayed journey, but clearly advertising only a modest pace when it gets under way. Such has been the case for the European economy and, even more so, for European equities for many years. This has, of course, been deeply frustrating for those investing in European stocks, which, while often producing OK returns, have underperformed U.S. stocks in 12 of the last 15 years.

  continue reading

381 episodes

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