EPISODE · Jun 6, 2025 · 10 MIN
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 36)
On this week’s episode of Viewpoints, Burkhard outlines the investment case for global markets to continue their climb higher and provides a performance update on some of CIO’s investment themes. We also cover considerations for investors when it comes to climate change-related investment risks, along with reflect on the potential impacts of Japan’s fiscal deficit to global markets.
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Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 36)
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