Gary Dugan, The Global CIO Office

Gary Dugan, The Global CIO Office

26Aug_Gary_5.45PM

26 August 2022
Market View: What's to come at the Jackson Hole economic symposium, US inflation picture, hedging against ongoing uncertainties
The US inflation situation continues to dominate our conversation here, especially with Federal Reserve Chair Jerome Powell set to make his comments at the Jackson Hole economic symposium later in the day. What is US inflation picture, and how will markets end the week? What strategies investors can take to hedge against the risk of further interest rate hikes? On Market View today, Prime Time's finance presenter Chua Tian Tian posed these questions with Gary Dugan, CEO of The Global CIO Office.

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Listen to his previous podcasts:

12 May 2022
Market View: Do central bankers really know what they’re doing?
Do central bankers really know what they’re doing? US consumer prices in April jumped 8.3%, which was higher than expected and still running close to their 40-year high of 8.5%. Analysts are mixed on whether the data suggests inflation has hit a peak. Is the Fed moving fast and decisively enough to curb inflation? What about other central banks? In light of the recent US equity market sell-off, what will it take to curb volatility in the markets? On Market View, Prime Time's Bharati Jagdish spoke with Gary Dugan, Chief Executive Officer, The Global CIO Office to find out.

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26 April 2022
Bigger Picture: Beijing mass COVID-19 testing weighs on sentiment
Gary Dugan, CEO, The Global CIO Office, discusses how to position around Chinese markets amid fears of a Shanghai-style lockdown in Beijing.

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21 January 2022
Bigger Picture: Tech sell off spills to broader markets
Gary Dugan, CEO, The Global CIO Office, discusses if the sell off is gaining momentum and a deeper correction is in store.

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8 December 2021
Bigger Picture: Tech stocks lead market rally as Omicron fears recede
Gary Dugan, CEO, The Global CIO Office shares whether Chinese tech stocks look attractive now as Wall Street rallies for a second day led by the technology sector.

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9 November 2021
Bigger Picture: Web 3.0, Greenwashing, Whackflation & more buzzwords
Gary Dugan, CEO, The Global CIO Office discusses some of the key themes emerging from conversations at the Singapore FinTech Festival and the market chatter.

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28 September 2021
Bigger Picture: Are markets really in a bubble?
Gary Dugan, CEO, The Global CIO Office discusses how seriously to take the warnings from the full page ads run in the newspapers by a legendary Japanese investor about a market bubble, and how to position around technology equities and Chinese markets now.

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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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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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