Inexpensive market a silver lining in Europe’s bleak outlook

We always look at the risks of investing, because that’s how investors look at it (after the risk bites them), so for our clients we carefully weigh risk/return with each investment. I’ve said “Europe is a basket case” so you might think that means avoid it entirely, but we need to make money and sometimes that means looking in unexpected places. Whenever something gets sufficiently beat up, we take a look to see if there is value – or if it’s a value trap. Here’s our latest thinking on Europe, in a post Brexit world:

Share your thoughts and comments