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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