Building long-term portfolios in a changing world order

from BT Correspondents · host The Business Times

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 --- Send your questions, thoughts, story ideas, and feedback to [email protected].  --- Written and hosted by: Genevieve Cua ([email protected]) 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/btlensonSee omnystudio.com/listener for privacy information.

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This episode was published on October 13, 2025.

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