Tribeca Investment Partners' Liu on Markets

The video discusses the current state of global stock markets, highlighting a 10% rise despite concerns about the Delta variant. It explores investment opportunities in sectors like travel and casinos, which have lagged behind the general market. The discussion also covers market valuations, the impact of new COVID-19 variants, and the role of central banks in managing interest rates. The video concludes with a comparison of equity and bond markets, noting the attractiveness of equities due to low bond yields.

What potential risks do investors face with the emergence of new variants?

What are the implications of central banks hinting at ending quantitative easing?

How do current equity market valuations compare to fixed income markets?