Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 21)
UBS On-Air: Market Moves - En podcast af Client Strategy Office
On this episode of Viewpoints, Burkhard acknowledges the momentum across US equity markets, and weighs how a range of risk-factors could impact the longevity of the bull-run as we head into 2025. Burkhard also ponders the relationship between valuations and return expectations, plus shares thoughts on geopolitical developments within France and South Korea in recent days.
