Money and Me: Why no sell-off? How to look beyond the Mag 7, and why cash is really not king now

Markets are rattled by geopolitics - but panic is rarely a strategy. From US military action in Venezuela to tensions over Greenland, investors are questioning whether uncertainty now warrants a shift in portfolios. We examine how US equities have actually behaved through geopolitical shocks - and what history suggests about staying invested. The Magnificent 7 start the year unevenly, raising the question of whether leadership is broadening beyond mega-cap tech into SMID caps. A weaker US dollar prompts a closer look at currency exposure in global portfolios - risk, opportunity, or both? With noise rising across geopolitics and policy, we ask the hardest question: sit in cash, or stay the course? Hosted by Michelle Martin. Guest: Cheng Chye Hsern, Head of Investment, Providend.See omnystudio.com/listener for privacy information.