Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 27)
UBS On-Air: Market Moves · Podcast owner
March 6, 20259m 53s
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Show Notes
On this week’s episode of Viewpoints, Burkhard reflects on the big rotation unfolding across global markets, with the recent outperformance of global equities, and underperformance of US equities. Burkhard explains why the “go global” thesis remains intact, along with shares his take on intertest-rates, inflation and gold.