With rising geopolitical perils, investment opportunities and risks in 2026

Wealth Management · 13 Jan 2026

0 min read

In this podcast episode, Alexandre Tavazzi explores how a converging K-shaped US economy, opportunities beyond the so-called Magnificent Seven, and renewed drivers for gold may shape investment strategies for affluent investors in 2026.

Genevieve Cua, Wealth Editor at Business Times, interviews Alexandre Tavazzi, Head of CIO Office and Macro Research at Pictet Wealth Management, on building a resilient portfolio for 2026.

Markets experienced considerable volatility in 2025, yet the year ended on a positive note. By mid-December, the S&P 500 had risen by more than 16%, and the Straits Times Index by approximately 19%.

How will 2026 affect this renewed confidence, particularly given the ongoing enthusiasm for artificial intelligence, a weaker US dollar and persistent fiscal concerns?

Listen to the podcast to learn more about:

A world that’s no longer US-first
Where growth is gathering speed in places most portfolios still ignore.

The K-shape begins to close
How Washington’s new playbook could lift America’s left-behind households.

AI’s trillion-dollar bill
The sector that won 2025 now faces a reckoning in 2026.

The return of real assets
Why gold, copper and the “unprintable” are back at the top of the list.

About WealthBT Podcast

Learn to protect and grow your wealth in this podcast series for affluent individuals, hosted by The Business Times wealth editor Genevieve Cua and Pictet experts in selected episodes.

Listen to more episodes with Pictet experts

Get in touch with us

We help private individuals and families protect, grow and manage their wealth.

Victor Aerni

Equity Partner, and Chief Executive Officer, Pictet Wealth Management Asia

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