Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 72)
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On this week’s episode, we catch up with Burkhard following his recent visit to Hamburg, Germany as he shares takeaways from meetings held with families and their family officers where they discussed family wealth, family governance and generational transfers. Burkhard also recit
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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.
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 25)
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