 Emerging markets (EM) move to center stage

Where we are in the market cycle

The case for a 10-12 per cent EM allocation

Four ways to invest in AI

Decoding fiscal dominance & bond market stress

Target level for the Chinese yuan

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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Follow BT Correspondents:

Channel: bt.sg/btcobt

Amazon: bt.sg/btcoam

Apple Podcasts: bt.sg/btcoap

Spotify: bt.sg/btcosp

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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.

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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/btlenson

Bond yields are spiking, the AI trade is wobbling, and the dollar's dominance is under threat &mdash; 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:
<a href="https://www.pictet.com/sg/en/wealth-management">Pictet Wealth Management</a>
<a href="https://www.pictet.com/sg/en/insights/wealthbt">WealthBT x Pictet Podcast page</a>
<a href="https://www.pictet.com/sg/en/wealth-management-insights">Pictet Wealth Management Insights</a>
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Send your questions, thoughts, story ideas, and feedback to <a href="mailto:btpodcasts@sph.com.sg">btpodcasts@sph.com.sg</a>.&nbsp;
---
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 &amp; Claressa Monteiro
Produced by: Genevieve Cua, Howie Lim &amp; Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
---
Follow BT Correspondents:
Channel: <a href="https://bt.sg/btcobt" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/btcobt&amp;source=gmail&amp;ust=1725767545308000&amp;usg=AOvVaw1MZyDZ2ZxkzhbmmY3UOc3Z">bt.sg/btcobt</a>
Amazon: <a href="https://bt.sg/btcoam" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/btcoam&amp;source=gmail&amp;ust=1725767545308000&amp;usg=AOvVaw1bAnSdh7yR-3Qa3gEDNwKc">bt.sg/btcoam</a>
Apple Podcasts: <a href="https://bt.sg/btcoap" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/btcoap&amp;source=gmail&amp;ust=1725767545308000&amp;usg=AOvVaw1h55CGx7ZKW8w566ap9VHu">bt.sg/btcoap</a>
Spotify: <a href="https://bt.sg/btcosp" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/btcosp&amp;source=gmail&amp;ust=1725767545308000&amp;usg=AOvVaw2cKDn-nj_SJRYp37JYw8Mu">bt.sg/btcosp</a><a href="https://bt.sg/4DJN"></a>
YouTube Music: <a href="https://bt.sg/btcoyt" data-saferedirecturl="https://www.google.com/url?q=http://bt.sg/btcoyt&amp;source=gmail&amp;ust=1725767545308000&amp;usg=AOvVaw2NfL9n0nMyJbaBkleGs7Og">bt.sg/btcoyt</a>
Website: <a href="https://bt.sg/btcorresp" data-saferedirecturl="https://www.google.com/url?q=https://bt.sg/btcorresp&amp;source=gmail&amp;ust=1728367269653000&amp;usg=AOvVaw3jpkha8i35GodqUz6STt41">bt.sg/btcorresp</a>
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&rsquo;s products and services. Please consult professional advisors for independent advice.
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Discover more BT podcast series:
BT Money Hacks: <a href="https://bt.sg/btmoneyhacks">bt.sg/btmoneyhacks</a>
BT Podcasts: <a href="https://bt.sg/pcOM">bt.sg/pcOM</a>
BT Market Focus: <a href="https://bt.sg/btmktfocus">bt.sg/btmktfocus</a>
BT Lens On: <a href="https://bt.sg/btlenson">bt.sg/btlenson</a>

A monthly podcast series by the BT Wealth Editor, to help affluent individuals protect and grow their wealth.

Learn to protect and grow your wealth - for affluent individuals. Hosted by  Genevieve Cua. A podcast of BT Correspondents.

Produced by BT Podcasts, The Business Times, SPH Media.

Learn to protect and grow your wealth - for affluent individuals. Hosted by  Genevieve Cua. A podcast of BT Correspondents.
Produced by BT Podcasts, The Business Times, SPH Media.

WealthBT

Learn to protect and grow your wealth with The Business Times monthly podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.

Podcaster: Genevieve Cua 

Produced by BT Podcasts, The Business Times, SPH Media.

Learn to protect and grow your wealth with The Business Times monthly podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.
Podcaster: Genevieve Cua 
Produced by BT Podcasts, The Business Times, SPH Media.