With rising geopolitical perils, investment opportunities and risks in 2026
Mon Jan 12 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:
Outlook 2026 - House view
Pictet Wealth Management
Pictet WealthBT Podcasts
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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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Follow BT Correspondents:
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Website: bt.sg/btcorresp
Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.
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Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks
BT Podcasts: bt.sg/pcOM
BT Market Focus: bt.sg/btmktfocus
BT Lens On: bt.sg/btlenson
See omnystudio.com/listener for privacy information.
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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 Monteiro Produced by: Genevieve Cua, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Money Hacks: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlenson See omnystudio.com/listener for privacy information.