Markets are rattled by geopolitics - but panic is rarely a strategy.

From US military action in Venezuela to tensions over Greenland, investors are questioning whether uncertainty now warrants a shift in portfolios.

We examine how US equities have actually behaved through geopolitical shocks - and what history suggests about staying invested.

The Magnificent 7 start the year unevenly, raising the question of whether leadership is broadening beyond mega-cap tech into SMID caps.

A weaker US dollar prompts a closer look at currency exposure in global portfolios - risk, opportunity, or both?

With noise rising across geopolitics and policy, we ask the hardest question: sit in cash, or stay the course?

Hosted by Michelle Martin.

Guest: Cheng Chye Hsern, Head of Investment, Providend.

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