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WEALTHBT
Building long-term portfolios in a changing world order
This episode is in collaboration with
Alexandre Tavazzi
head of CIO Office and Macro Research, Pictet Wealth Management
Markets have been anything but calm this year. Investors have had to navigate tariffs, shifting monetary policy, and persistent inflation shocks. Yet through every market storm, there’s opportunity if you can see beyond the noise.
This episode of WealthBT, a podcast from BT Correspondents hosted by Genevieve Cua, is produced in collaboration with Pictet Wealth Management. Alexandre Tavazzi, Pictet Wealth Management’s head of CIO Office and Macro Research unpacks insights into the next decade of market assumptions and megatrends that will shape how and where portfolios grow.
From the reordering of global trade to the revival of inflation, Tavazzi explains the “tectonic shifts” changing how investors should think about diversification, risk, and opportunity. He also delves into why US exceptionalism may no longer be the single anchor it once was. The pair also explore Asia’s transformation and how it offers investors fresh routes for growth.
Produced by: HOWIE LIM, Claressa Monteiro & CHAI PEI CHIEH Edited by: HOWIE LIM & Claressa Monteiro
graphics: TEOH YI CHIE
Why listen?
Understand the long game: Learn how medium and long-term thinking anchors portfolio resilience.
Decode structural shifts: From inflation and demographics to deglobalisation, find out what really drives returns.
See beyond the US lens: Explore diversification opportunities in Europe and Asia.
Rethink risk: Discover why inflation, tariffs, and supply chain realignment may redefine asset classes.
Invest with conviction: Learn how to position your portfolio for stability in a fractured, transactional world.
The episode reminds listeners that the best investors aren’t the fastest but instead, they’re the most prepared.
WealthBT, produced in collaboration with Pictet Wealth Management, helps investors cut through volatility and focus on what truly matters: perspective, patience, and purpose.
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.
For more episodes, go to bt.sg/podcasts and if you have feedback or an episode idea, please get in touch at btpodcasts@sph.com.sg.
Horizon 2025 - Turning Inwards
Pictet Wealth Management
WealthBT x Pictet Podcast page
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Produced by: HOWIE LIM, Claressa Monteiro & CHAI PEI CHIEH Edited by: HOWIE LIM & Claressa Monteiro
graphics BY: CHARMAINE MARTIN
Wong Meng Keet
managing director and head of managed products and alternative investments, UOB Private Bank
