Building long-term portfolios in a changing world order
BT Correspondents13 Loka 2025

Building long-term portfolios in a changing world order

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

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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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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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