cover of episode Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 6)

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 6)

2024/5/22
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

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Shownotes Transcript

With US equity indices having recently reached record levels, many investors are wondering how long this momentum can continue (and what might disrupt it). Burkhard outlines CIO’s view on equity returns, along with breaks down the anatomy of a bull market. Plus, we spend time on the implications of the bull market wealth effect to consumer behavior and economic activity.