Bond yields are spiking, the AI trade is wobbling, and the dollar's dominance is under threat — is your portfolio ready? In this episode of WealthBT, wealth editor Genevieve Cua sits down with Kelvin Tay, CIO for Asia at Pictet Wealth Management, to unpack the bank's 10-year market outlook: from the multipolar tech race and emerging-market currencies to fiscal dominance and where AI investment really pays off.

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:

01:37 Emerging markets move to center stage

03:57 Where we are in the market cycle

06:03 The case for a 10-12 per cent emerging market allocation

09:24 Four ways to invest in AI

12:24 Decoding fiscal dominance and bond market stress

17:09 Target level for the Chinese yuan

More about:

Pictet Wealth Management

WealthBT x Pictet Podcast page

Pictet Wealth Management Insights

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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 Kelvin Tay, chief investment officer for Asia at 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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