Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 36)
Jun 06, 2025•11 min
Episode description
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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