Are European Stocks More Attractive Than U.S. Stocks?

The video discusses the current market distortion in Europe, highlighting the valuation differences between sectors like consumer staples and healthcare versus financial stocks. It explores investment strategies in light of Brexit uncertainty, emphasizing opportunities outside the UK and the impact on financial stocks. The discussion also covers fund performance, using companies like Phillips and Lafargeholcim as examples, and the importance of factors within company control for growth.

What changes have occurred in the speaker's view on financial stocks post-Brexit?

What factors do companies like Lafargeholcim focus on to ensure performance?