Investing in Europe After the Brexit Vote

The video discusses the resilience of the UK and eurozone economies post-Brexit, highlighting market valuations and dividend yields. It explores stock picking strategies, focusing on sectors like travel and leisure that have been significantly impacted. The discussion also covers currency concerns, particularly euro-pound parity, and recent economic data from the UK. Finally, it evaluates financial stocks, emphasizing insurance and asset management as more attractive investment opportunities compared to banks.

What impact have terrorist atrocities had on the travel and leisure sectors?

What are the concerns regarding European banks and what would make them more attractive?