While the Nasdaq crashed 6% in a single day, European stocks barely moved, and in 2026, Europe’s STOXX 600 is actually beating the S&P 500. In this video, we break down why: Europe is far less exposed to the AI bubble, trades at a ~30% valuation discount, and has untapped growth potential through the Single Market, the Capital Markets Union and Eurobonds, with €10 trillion in European savings just sitting in bank accounts. So is it finally time to invest in Europe or will we waste this moment like we wasted the Draghi Report?
If you want to look at it on youtube: https://www.youtube.com/watch?v=Rr0RoXuUsCE
Also, title slightly edited to remove clickbait.
What I’m saying is that some home bias or portfolio “tilt” isn’t bad, because that’s the market your spending is exposed to and so you want your investments to follow along, at least a little.
Most people err in the opposite direction, of way too much home bias. I’m just being a contrarian warning about overcorrecting.
Concrete example (with numbers from here): “European investors hold 80%+ local equities, even though Europe represents only 20% of global market cap.” What I’m saying is that holding maybe 25% local equities instead of 20% is still okay.