UBS On-Air: Market Moves Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 45)
Aug 28, 2025
Burkhard Varnholt, a UBS summit speaker on longevity, delves into the fascinating link between longer lives and market growth. He shares key insights from UBS summits that emphasize the importance of lifestyle choices for prolonged health. Varnholt discusses how demographic shifts, such as rising life expectancies, are reshaping investment strategies and creating new opportunities in sectors like health and senior housing. Plus, he introduces the acronym 'BEACH' to spotlight industries likely to thrive as older populations gain purchasing power.
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Summit Captivated Over A Thousand
- Burkhard described the UBS longevity summits as exciting events that captivated over a thousand attendees.
- Speakers emphasized exercise, Mediterranean diet, sleep, vitamin D, avoiding smoking/drinking, and purpose as keys to long, healthy lives.
Stay Invested For Longer Horizons
- Stay invested because demographic shifts change financial demand patterns over long horizons.
- Rising life expectancy pushes pension funds to buy longer-dated bonds, supporting valuations for stocks and bonds.
Low Birth Rates Drive Automation Gains
- Falling birth rates create chronic labour shortages that spur automation and innovation.
- Higher robot and AI investment boosts productivity and can lift equity performance, as seen in South Korea.