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:

Outlook 2026

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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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