WealthBT S1E58: With rising geopolitical perils, investment opportunities and risks in 2026
Markets soared in 2025, but what lies ahead? What of the US K-shaped economy, the dollar's decline, and the AI valuation puzzle? Where can we find income and how can we build a portfolio resilient against global fiscal dominance? Wealth editor Genevieve Cua gets insights from Alexandre Tavazzi, head of CIO Office and Macro Research, Pictet Wealth Management.
Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
This episode is produced in collaboration with Pictet Wealth Management.
Highlights of the podcast:
02:27 “K-Shaped” convergence
07:02 US dollar decline
09:10 AI valuations & risk: not a bubble yet
11:20 Diversifying beyond Mag 7
15:09 Fiscal dominance and income
20:15 Physical gold as a hedge
More about:
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Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
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Written and hosted by: Genevieve Cua (gen@sph.com.sg)
With Alexandre Tavazzi, head of CIO Office and Macro Research, Pictet Wealth Management
Edited by: Howie Lim & Claressa Monteiro
Produced by: Genevieve Cua, Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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