"There's been some sunshine" on European markets, says Tim Levene. He explores the "great success story" of European fintech and makes the case for equities overseas versus the U.S. On a fundamental basis, Tim suggests investors "look under the hood" and that people "underestimate" potential geopolitical uncertainty. He adds that London-based fintech companies in particular are competing for the global supremacy, taking on the likes of those in Palo Alto.