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European market in need of «rewiring» says CIO

There are growing concerns for the European market as it tries to compete with the US and encourage investment in the region. Alexander Morris, chief investment officer at F/m Investments, says Europe requires a fundamental “rewiring” which could take years to resolve.

In this episode, Morris also unpacks why he expects “an exciting” week ahead and the potential for surprises in EU inflation. He looks at the revival of confidence in equities markets and a shift to taking on risk, in addition to managing over-concentration in the heavily weighted US tech sector during earnings periods.

Despite the backdrop of a high-interest rate environment, market uncertainty, and relentless geopolitical issues, Morris also discusses his views on why markets are still experiencing historically low volatility and how trading desks should be scrutinizing the increase in company buybacks.