
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 75)
Donnerstag, 29. Oktober 2026 · 13 min
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Shownotes
On this week’s episode, Burkhard shares takeaways from a recent visit to the Gulf States and highlights how governance continues to attract investments, technology, connectivity, and more (despite recent geopolitical disruptions). Burkhard then takes us to Europe to outline why a structural investment case exists (though not where you might expect). Plus, a review of factors that support continued strong performance across European markets.