
Bigger Pic: The Q2 Playbook - Anchoring Your Portfolio in Geopolitical Chaos
Published on 27 Apr 2026
With oil prices rising again in the wake of canceled peace talks between the US and Iran, plus inflation fears reigniting, Brandon Ho, Head of Investment Advisory, Singapore, Arta Finance breaks down the Fed’s looming dilemma and the tech sector’s deepening valuation split. He explores the breakdown of traditional bonds as safe havens and where private credit fits into the equation amid concerns of stress in the sector.
Produced/Presented: Ryan Huang
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