RESEARCH

We produce primary research on markets and products as well as insights into current investment opportunities.

ESG INVESTING

We support clients by sourcing ESG investments from our global network filtered with rigorous objectivity.

INDEPENDENCE

We are fully independent and product agnostic. Our clients are assured of clear and transparent investment advice based on views gathered from our own research.

EXPERIENCE

Our team is comprised of industry experts with excellent track records. Their experience supports clients in navigating the broad and complex markets, as well as the regulatory environment.

COMMUNICATION

Our resources and knowledge allow us to conduct our own research and market analyses, published regularly and delivered through multiple channels. White-label thematic research services are also available to clients.

FLEXIBILITY

We can function as the investment office for, or in partnership with our clients. Our independence enables us to tailor our capabilities as required.

COST

We provide a hub of experts. This can significantly reduce the cost for clients and enables them to re-focus their resource in other critical areas.

OUR NETWORK

Drawing on the wide network forged by our principals over many years, we have an established international ecosystem allowing access to institutional asset owners such as sovereign funds, central banks and foundations. We leverage these relationships between leading investors across the world, and act as a gateway for unique private equity and venture capital opportunities.

JOHAN JOOSTE

Managing Director

Johan Jooste is an investment strategist with 25 years' experience, building and running investment processes and teams across all the major asset classes.

View Johan's full profile

JOHANNES VAN DER DONG

CIO - Due Diligence and Research

Han van der Dong has 25 years experience in investment management, fund due diligence, selection and new investment research.

BILL O'NEILL

Consultant CIO

Bill O'Neill has over 30 years’ experience as an economist and strategist with some of the world’s leading investment firms.

View Bill's full profile

MICHAEL CHU

Consultant

Michael Chu, CFA, CFP has over 20 years of client, investment, and business management experience, including digital wealth transformation and providing innovative solutions to clients.

An Injection of Hope 2021

30th January 2021

The Global CIO Office Global Outlook 2021 features comments from our team on the prospects for all the major asset classes including private assets.  In summary:

• We believe 2021 will start on a positive for most asset classes given the tremendous support from policymakers in most economies

• We note that inflation looks to be a distant threat in the longer term, but could be alive and well in the immediate short-term

• We remain convinced that Asia is a destination for long-term, strategic investors and those who want to have immediate exposure to a region that has strong growth prospects and will drive technological innovation

• Private assets now challenge conventional markets for investor attention and in our view are a key area for investor investment

INSIGHTS & INTERVIEWS

GCIO INTERVIEWS

The Global CIO shares its investment strategy for what could be a volatile 2022

24th November 2021

Gary Dugan, CEO, The Global CIO Office is interviewed on CNBC Street Signs Asia, and discusses what the asset management company's strategy will look like in a year, when Asian economies are expected to make a comeback from Covid-19 and interest rates are likely to rise.

GCIO INSIGHTS

The US Gives Thanks while Europe Worries

 22nd November 2021

The incoming economic data shows that growth is running hot in the United States. Worryingly though, the hot growth is evidently leading to greater inflation risk...

GCIO INSIGHTS

Inflation Alert - Fed behind the curve

 15th November 2021

After two decades of falling inflation, it is now quite understandable that central bankers are reluctant to acknowledge that we may have an inflation problem at hand...

GCIO INSIGHTS

It's all a lot of fun until the music stops playing

 8th November 2021

We are back in a bull market. With central bankers backing off from materially tightening monetary policy even in the face of higher-than-expected inflation, the green light is back on for further gains in risk asset prices....

GCIO INSIGHTS

A rocky road to recovery

 25th October 2021

The post-COVID recovery is turning out to be a topsy-turvy affair. Global third-quarter data shows the various headwinds still affecting the pace of this recovery and some of the risks that lurk on the horizon....

GCIO INSIGHTS

Is there a mini-tantrum brewing?

 1st November 2021

The release of the US Employment Cost Index (ECI) on Friday capped a month that brought several challenges to the notion that the current inflation will probe to be transitory....

GCIO INSIGHTS

A rocky road to recovery

 25th October 2021

The post-COVID recovery is turning out to be a topsy-turvy affair.  Global third-quarter data shows the various headwinds still affecting the pace of this recovery and some of the risks that lurk on the horizon....

GCIO INSIGHTS

Inflation taxing bond investors

 18th October 2021

The fight continues between a bond market that has become more concerned about the outlook for inflation and an equity market that believes all will be well in the end. Last week’s equity market rally was ably supported by strong US retail sales data. The bond market, however, took fright from inflation data....

GCIO INSIGHTS

Inching towards normal but not without risks

 11th October 2021

Global equities had a better week, and we believe they should marginally outperform bonds in the coming weeks. There are signs of a broader reopening underway that we expect should boost consumer confidence and spending....

GCIO INSIGHTS

All for nothing

 4th October 2021

Although there was much noise in the markets over the past quarter, when you net everything out, most of the broad indices ended the quarter virtually where they started...

GCIO INTERVIEWS

Bigger picture: are markets really in a bubble?

 28th September2021

Gary Dugan, CEO, The Global CIO Office is interviewed on MoneyFM 89.3 and 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.

GCIO INSIGHTS

The Fed's Dots go for Lift-Off

 27th September2021

Last Wednesday's Fed meeting brought a subtle but significant shift in the language that accompanied the decision to hold off on any action. We think two meaningful inferences could be made from the statement....

GCIO INSIGHTS

Not so Evergrande

 20th September2021

It’s more than just a stack of numbers: Newswires have filled up this past fortnight on the plight of Evergrande, the failed Chinese property developer. The firm has large outstanding commitments, ranging from bonds issued in the USD market to loans with banks, promised deliveries of properties to customers, and the so-called wealth management products (WMPs)....

GCIO INSIGHTS

Feature article with Hubbis

 20th October 2021

Private Clients and the need to adapt investment portfolios with a proper historical perspective - An Interview with Gary Dugan, CEO, The Global CIO Office

Gary Dugan, CEO, interviewed on Bloomberg Radio

7th July 2021

Johan Jooste discusses his market outlook with Juliette Saly and Doug Bryan Curtis on Bloomberg Daybreak Asia.

21st June 2021

Johan Jooste discusses his market outlook with Juliette Saly and Doug Krizner on Bloomberg Daybreak Asia.

19th May2021

Gary Dugan, CEO, interviewed on Bloomberg Daybreak Europe

30th March 2021

Johan Jooste, MD, interviewed on Bloomberg Radio

16th February 2021

Not so Evergrande

20th September 2021

Will this time be different?

13th September 2021

Looking to Asia for help

Still a long way from normal

Staying with an accommodative Fed

Much to ponder on  - particularly in China

Is the Fed in a hole?

Making sense of China

The Fear of Fear

The Fed's transitory indifference?

Buy the inflation dips

6th September 2021

30th August  2021

23rd August  2021

16th August  2021

9th August  2021

2nd August  2021

26th July  2021

19th July  2021

12th July  2021

More of the same - unfortunately

Back to normal?

Much fuss about dots

Inflated complacency

5th July  2021

28th June 2021

21st June 2021

14th June 2021

More of the same - unfortunately

Back to normal?

Much fuss about dots

Inflated complacency

Credit bracing for higher inflation

President Biden brings another bazooka

Cryptic markets

How much inflation do you need before you believe

Not out of the woods

This is not normal but probably for real

5th July  2021

28th June 2021

21st June 2021

14th June 2021

7th June 2021

31st May 2021

25th May 2021

17th May 2021

10th May 2021

4th May 2021

Hubbis feature article on The Global CIO Office

24th November 2020

Global CIO Office CEO Spreads the Word on Institutional Level Investing for Asia’s Private Clients

The Global CIO Office wins most promising new entrant at The WealthbriefingAsia Awards 2020

2nd June 2020

The Global CIO Office, one of Asia’s industry leaders has been named ‘Most Promising New Entrant’ at the 8th WealthBriefingAsia Awards.