UBS On-Air: Market Moves Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 36)
Jun 6, 2025
Burkhard Varnholt, a seasoned investor and expert on global markets, discusses the bullish potential of investments worldwide. He highlights the impact of U.S. economic strength on market growth and the emerging role of gold. The conversation navigates the significant investment risks associated with climate change, pointing out the opportunities in the energy transition. Varnholt contrasts Japan's resilient bond market with Greece's financial woes, offering insights into effective strategies for managing government debt.
AI Snips
Chapters
Transcript
Episode notes
Global Market Rally Outlook
- Global markets are expected to reach new all-time highs within the next year, driven by key investment themes.
- U.S. economic resilience, global rotation toward Europe and emerging markets, and gold backed by China's digital currency support the outlook.
Climate Change Investment Strategies
- Investors should consider the growth potential of insurance companies benefiting from rising premiums amid climate change.
- Incorporate ESG criteria and energy transition investments to reduce risk and harness innovation-driven growth.
Japan Debt vs Greece Crisis
- Japan's fiscal deficit concerns differ fundamentally from Greece's crisis due to borrowing in its own currency.
- Japan's central bank and domestic pension funds support debt, making a Greece-like crisis unlikely.