Equity Markets to Go Higher From Here: Newton Investment

The video discusses the current state of European equity markets, highlighting the impact of liquidity and COVID-19 on various sectors. It explores the economic recovery, emphasizing human ingenuity and vaccination programs. The earnings season is analyzed with a focus on future demand and tax implications. The video also examines market valuations, the impact of Biden's policies, and the potential of US small caps amid structural changes.

What factors are influencing the current risk appetite for stocks in European equity markets?

How does the speaker perceive the impact of the virus on equity markets?

What are the concerns mentioned regarding Netflix's performance?

What is the speaker's outlook on the reopening of the economy and its effects on various sectors?

What key aspects should be focused on during the earnings season according to the speaker?