Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 49)
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On this week’s episode of Viewpoints, Burkhard reflects on the current upward equity market momentum and answers the age-old question: “Are we in a bubble?”. Burkhard also compares the current environment to the TMT-bubble of the late 90s, and offers guidance on how to position i
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The dest reflects on the insights shared by Burkhard Varnholt regarding recent market dynamics and their potential implications for asset allocation strategies. Per the full note [source], key risks influencing investor sentiment include geopolitical tensions and concerns over fiscal management, with family offices indicating a desire to increase their exposure to private markets, AI, and technology despite these fears. Notably, family offices currently allocate an average of 34% of their assets to private markets, hinting at a strong bullish outlook for these areas even amidst broader market uncertainties. This sentiment aligns with the prevailing bullish equity momentum observed in markets, which reflects ongoing investor appetite despite inflationary pressures on bonds.