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.
S1E66: Investing in an era of AI, techflation and higher bond yields
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 (https://www.pictet.com/sg/en/wealth-management)
WealthBT x Pictet Podcast page (https://www.pictet.com/sg/en/insights/wealthbt)
Pictet Wealth Management Insights (https://www.pictet.com/sg/en/wealth-management-insights)
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Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg (mailto: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 (https://bt.sg/btcobt)
Amazon: bt.sg/btcoam (https://bt.sg/btcoam)
Apple Podcasts: bt.sg/btcoap (https://bt.sg/btcoap)
Spotify: bt.sg/btcosp (https://bt.sg/btcosp) (https://bt.sg/4DJN)
YouTube Music: bt.sg/btcoyt (https://bt.sg/btcoyt)
Website: bt.sg/btcorresp (https://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 (https://bt.sg/btmoneyhacks)
BT Podcasts: bt.sg/pcOM (https://bt.sg/pcOM)
BT Market Focus: bt.sg/btmktfocus (https://bt.sg/btmktfocus)
BT Lens On: bt.sg/btlenson (https://bt.sg/btlenson)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
10 Aug 2026
S1E65: Are lower private hospital Shield claims on the cards?
Private hospital bills and Integrated Shield Plan (IP) premiums have been climbing steadily, raising concerns about affordability for Singaporeans. Genevieve Cua sits down with Jeffrey Law, chief commercial officer of IHH Healthcare Singapore, to discuss the hospital group's partnerships with insurers to better manage healthcare costs and claims.
The conversation also explores the efforts made to help slow premium increases, preserve access to private healthcare, and how their third-party administrator, iXchange is helping to support a more sustainable and connected healthcare ecosystem.
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.
Highlights of the podcast:
01:32 Building a sustainable private healthcare ecosystem
04:22 How the iXchange platform works
09:29 The impact of IHH's insurer partnerships
15:06 Tackling rising private hospital costs
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Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg (mailto:btpodcasts@sph.com.sg).
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Written and hosted by: Genevieve Cua (gen@sph.com.sg)
With Jeffrey Law, chief commercial officer of IHH Healthcare Singapore
Edited by: Nicole Teo & 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 (https://bt.sg/btcobt)
Amazon: bt.sg/btcoam (https://bt.sg/btcoam)
Apple Podcasts: bt.sg/btcoap (https://bt.sg/btcoap)
Spotify: bt.sg/btcosp (https://bt.sg/btcosp) (https://bt.sg/4DJN)
YouTube Music: bt.sg/btcoyt (https://bt.sg/btcoyt)
Website: bt.sg/btcorresp (https://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 (https://bt.sg/btmoneyhacks)
BT Podcasts: bt.sg/pcOM (https://bt.sg/pcOM)
BT Market Focus: bt.sg/btmktfocus (https://bt.sg/btmktfocus)
BT Lens On: bt.sg/btlenson (https://bt.sg/btlenson)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
13 Jul 2026
S1E64: Retirement’s longevity challenge
A long life is a blessing—but is your retirement plan ready for it? In this episode of WealthBT, Genevieve Cua sits down with Manulife Investments Singapore CEO Koh Hui-Jian to tackle the new reality of retirement. With lifespans reaching into the 80s, the traditional "simple savings" approach won't suffice for a 40-year horizon.
Why must you move beyond local markets? Also discover the power of globally diversified portfolios, and the strategies needed to build an inflation-proof income stream. Don’t leave your future to chance—listen now for the blueprint to a secure, resilient retirement.
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.
Highlights of the podcast:
01:20 Pillars of a strong retirement system
04:12 The gap between intention and action
06:21 The Glide Path
08:51 Don’t bet on only one market
10:27 Defaults matter more than willpower
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Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg (mailto:btpodcasts@sph.com.sg).
---
Written and hosted by: Genevieve Cua (gen@sph.com.sg)
With Koh Hui-Jian, chief executive, Manulife Investments Singapore
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
---
Follow BT Correspondents:
Channel: bt.sg/btcobt (https://bt.sg/btcobt)
Amazon: bt.sg/btcoam (https://bt.sg/btcoam)
Apple Podcasts: bt.sg/btcoap (https://bt.sg/btcoap)
Spotify: bt.sg/btcosp (https://bt.sg/btcosp) (https://bt.sg/4DJN)
YouTube Music: bt.sg/btcoyt (https://bt.sg/btcoyt)
Website: bt.sg/btcorresp (https://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.
---
Discover more BT podcast series:
BT Money Hacks: bt.sg/btmoneyhacks (https://bt.sg/btmoneyhacks)
BT Podcasts: bt.sg/pcOM (https://bt.sg/pcOM)
BT Market Focus: bt.sg/btmktfocus (https://bt.sg/btmktfocus)
BT Lens On: bt.sg/btlenson (https://bt.sg/btlenson)
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
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YouTube views
10,206,433
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Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 53 / 100
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