S1E55: Building long-term portfolios in a changing world order

About this episode

This episode discusses how investors can navigate the changing global economy and long-term trends affecting wealth management.

The global economy is facing tectonic shifts. From inflation to deglobalisation, US exceptionalism to Asia's rise, how can investors navigate these monumental changes? What long-term trends are challenging assumptions? Wealth editor Genevieve Cua speaks to Alexandre Tavazzi from Pictet Wealth Management to find out. 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: 03:00 Nominal growth rate and the resurgence of inflation 05:52 Deglobalisation and weaponisation of assets 08:08 Endemic inflation and underestimating its risks 11:48 Attractive opportunities in Europe and managing fixed income duration 17:29 China's dual economy and Southeast Asia's demographic advantages 20:03 Pivotal mega trends More about: Horizon 2025 - Turning inward Pictet Wealth Management WealthBT x Pictet Podcast page --- Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg .  --- Written and hosted by: Genevieve Cua (gen@sph.com.sg) With Alexandre Tavazzi, head of…

People in this episode

Host: Genevieve Cua

Guest: Alexandre Tavazzi

Topics covered

• long-term portfolios
• global economy
• inflation
• deglobalisation
• investment strategies
• Asia's rise
• wealth management

Keywords

• wealth management
• investment
• inflation
• deglobalisation
• Asia
• economic trends
• portfolio management

Mentioned in this episode

Organizations: Pictet Wealth Management, The Business Times

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