Three reasons to add Europe to your portfolio

Investors have been hitting the exits on their European assets, but Theodora says there are good reasons to flock toward the entrance.

Three Reasons Not To Forsake Europe Just Yet

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A strong dollar and lots of spare cash sitting on balance sheets are increasing the odds of acquisition sprees in Europe.



Europe may not be perfect – but it’s probably better than many investors think. What’s more, the risks will likely be tilted in its favor after this winter.



It’s hard to find reasons to be positive on markets now, and it’s that much *harder* to find reasons to be positive on European markets. Investors are practically lining up to bet against European companies, currencies, and bonds, as the continent contends with high inflation, a looming recession, and spiraling energy costs. But as value investor Howard Marks once said, you’ll need to think differently and better than others in order to outperform. So here are three reasons why you can still be excited about investing in Europe…

# 1: Europe is home to a ton of quality companies.

Investing in Europe doesn’t have to be a bet on its *economy*. Over half of the revenue that flows into its companies comes from beyond Europe’s borders, and the continent itself is home to many “quality”, or hig

Investing in Europe doesn’t have to be a bet on its *economy*; the continent is home to many “quality” companies with global sales.



Insight

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viewer

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}

fragment AudioOnlyBanner_contentPiece on ContentPieceInterface {
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}

fragment Avatar_image on URLImage {
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fragment ContentMetadata_contentPiece on ContentPieceInterface {
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}

fragment ContentPieceExploreMore_content_3M8Ve6 on Content {
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fragment ContentPieceSEO_contentPiece on ContentPieceInterface {
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fragment ContentPieceSponsor_contentPiece on ContentPieceInterface {
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fragment KeyInsightsCarousel_contentPiece on ContentPieceInterface {
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fragment ListenButton_contentPiece on ContentPieceInterface {
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fragment QuoteBlock_block on QuoteBlock {
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}

fragment ServerImage_image on URLImage {
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}

fragment SingleContentLarge_contentPiece on ContentPieceInterface {
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  byline
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  headerImage {
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  }
  hasChapters
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  id
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  canonicalLink
}

fragment SingleContentPiece_authorization on Authorization {
  roles {
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    isPreviewing
    isAnonymous
    hasPremiumSubscription
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}

fragment SingleContentPiece_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  ...AudioOnlyBanner_contentPiece
  ...MainContentSection_contentPiece
  globalContentPieceId
  trackingTitle
  isPremium
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  hasChapters
  hasAudio
  contentPieceType {
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  chapters {
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}

fragment SingleContentPiece_content_11DhN6 on Content {
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  anonymousUserHasPremium
}

fragment TextBlock_block on TextBlock {
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}


Three Reasons Not To Forsake Europe Just Yet

Three Reasons Not To Forsake Europe Just Yet

1: Europe is home to a ton of quality companies.

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Your Daily Brief For March 22nd

The Two Big Risks Ahead For US Banks, And What It All Means For Your Portfolio