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Data Assets & Alpha Group: Market Structure and the Decline in European Liquidity

Making Sense

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What Are You Looking at Next?

I don't see any real evidence of an improvement in European turnover data so far, despite the European market outperformance from September to February. I think there's more work we can do on the European retail sector. The question about where does European liquidity go from here isn't really going to go away either. Is that change in macroeconomic environment that you talked about going to feed through at some point? Will the UK or European reforms have an impact? Will Europe continue to lose out to US capital markets?

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