The US-centric portfolio is out. The multipolar world is in. But how do you navigate the shift? What are actionable diversification strategies, from overlooked European value to high-grade Emerging Market (EM) debt and non-US innovation hubs? Barclays Private Bank’s Ken Sze dissects the compelling behavioural, geopolitical, and valuation drivers pushing sophisticated investors "beyond USD."

Synopsis: The Business Times Podcast Channel presents diverse perspectives, in-depth analysis and news covering career, business, markets, investing, current affairs and tech.

This episode is produced in collaboration with Barclays Private Bank.

Highlights:

01:21 The US dollar concentration risk

03:25 Resilience underlined; navigating the multipolar landscape

05:10 Discipline over disposition; overcoming emotional bias

09:00 The EM anomaly: finding strong yield and high-grade quality 

12:17 Non-US innovation

15:03 Geographic diversification is the critical first step

More about:

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Howie Lim (howielim@sph.com.sg)

With Ken Sze, head of investments, Asia, Barclays Private Bank

Edited by: Howie Lim & Claressa Monteiro

Produced by: Howie Lim & Chai Pei Chieh

Executive producer: Claressa Monteiro

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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