Gary Dugan, The Global CIO Office

Gary Dugan, The Global CIO Office

2408_MDT_835

24 August 2021
Bigger Picture: Jackson Hole Preview, Chinese Markets & NFTS
Gary Dugan, CEO, The Global CIO Office discusses what investors should expect from the Fed speak this week, and why he's cutting exposure to Chinese stocks.

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Listen to his previous podcasts:

4 June 2021
Bigger Picture: Biden's proposed budget, expectations on the US recovery
Gary Dugan, CEO, The CIO Office discusses key takeaways from Biden's proposed budget, expectations on US recovery, and outlook on the USD.

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4 May 2021
Bigger Picture: Expectations for the upcoming US job data
There is growing optimism in the US economy, thanks to a successful Covid-19 vaccine rollout, falling jobless claims, rising retail sales and surging PMI data.. On Bigger Picture, Gary Dugan, CEO of The Global CIO Office gives his expectations for the upcoming US job data and shares the winners and losers from the corporate Q1 earnings so far.

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5 March 2021
The Bigger Picture: Powell's dovish message & OPEC+ unchanged output
On The Bigger Picture, Gary Dugan, CEO, The Global CIO Office gives his analysis on the OPEC+ alliance surprised decision to keep output unchanged, whether the jump in bond yields could go higher and if the STI need a makeover, by following in the steps of Hang Seng Index.

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9 October 2020
Bigger Picture: Investors repositioning ahead of US Elections
Gary Dugan, CEO, The Global CIO Office discusses how investors are repositioning their portfolios ahead of the US elections, and the potential results scenarios that will impact markets.

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4 August 2020
Bigger Picture: Momentum pushing valuations higher
Gary Dugan, CEO, The Global CIO Office talks about what the improving PMI recovery picture means for markets, and if it is a sign of trouble if gold keeps pushing higher.

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12 June 2020
Bigger Picture: Time to buy on dips after Dow plunged over 1,800 points?
Gary Dugan, CEO, The Global CIO Office, shares how investors should read into the latest remarks by US Treasury Secretary Steven Mnuchin, who is pushing for the economy to re-open despite the danger of a second wave of COVID-19 cases.

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15 April 2020
Bigger Picture: Markets not pricing in enough bad news
Gary Dugan, CEO, The Global CIO Office, shares why he thinks markets have gotten ahead of themselves and his advice to clients now as earnings season gets underway.

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