UBS On-Air: Market Moves Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 36)
May 6, 2025
Burkhard Varnholt, an expert in global markets, shares compelling insights on investment opportunities worldwide. He outlines the bullish outlook for the U.S. economy and highlights strategic shifts toward European and African markets. The discussion also delves into climate change risks and their impact on industries like agriculture and insurance. Additionally, Burkhard compares Japan's fiscal strategies to those of Greece, examining how Japan manages its debt amid global financial pressures.
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Global Markets to Reach New Highs
- Many global markets will likely reach new all-time highs this year and next.
- Key growth drivers include U.S. economic resilience, the global rotation to other markets, and a significant gold investment theme tied to China.
Climate Change Investment Advice
- Investors should consider insurance companies as they tend to benefit from climate change.
- Embrace ESG investing and the energy transition for portfolio diversification and growth potential.
Japan’s Debt Compared to Greece
- Japan’s fiscal deficit situation differs greatly from Greece’s crisis despite superficial comparison.
- Japan’s ability to borrow in its own currency and domestic financing provides a buffer that Greece lacked.