S1E58: With rising geopolitical perils, investment opportunities and risks in 2026
About this episode
The episode discusses investment opportunities and risks in 2026 amidst rising geopolitical perils.
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: Outlook 2026 - House view Pictet Wealth Management Pictet WealthBT Podcasts --- 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 CIO Office and Macro Research, Pictet Wealth Management Edited by: Howie Lim & Claressa…
More episodes of WealthBT
- S1E61: New Integrated Shield riders: Should you make a switch?
- S1E60: Best ideas for 2026, and the barbell approach to investing
- S1E59: Is US exceptionalism truly dead?
- S1E57: Planning early for a successful Great Wealth Transfer
- S1E56: Hedging the cost of long-term care
- S1E55: Building long-term portfolios in a changing world order
Explore listener stats, chart rankings, contacts and more on the WealthBT podcast page.