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Equity Valuation Battle Between Europe and USA

Equity Valuation Battle Between Europe and USA

Schwab Network · Schwab Network

August 19, 20256m 53s

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Show Notes

Brad Conger makes the case for investing in European equities saying current valuations in the U.S. are stretched. He likes the European initiatives behind its defense spendings, particularly if the Ukraine/Russia conflict draws to a close. On the individual stock front, he points to Denmark-based Novo Nordisk (NVO) and the company's position in the weight-loss drug market. Brad also maps out the reasons why he likes the Chinese market for potential investing opportunities.


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