How Does the Delta Variant Impact Investment Strategy?

The video discusses the impact of the Delta variant on global economic recovery, highlighting the importance of vaccinations and regional differences. It explores investment strategies, emphasizing portfolio diversification and the potential of European markets. The video also analyzes market returns, focusing on earnings as a source of returns and the potential for economic growth disappointments, particularly in the United States, while Europe shows more potential.

What are the expectations for earnings in the second half of the year?

What potential disappointments are mentioned regarding market expectations?