The markets have been anything but predictable this year. Rate cuts were expected, then delayed. Equities soared, then slid. Gold surged and AI continues to rally, all while volatility brews beneath the surface. Geopolitics, from deepening tensions in the Middle East to fresh tariffs in the US-China standoff, are casting long shadows across investor sentiments. 

Halfway through 2025, the only thing that’s clear is how little clarity there is. So where are we headed next? More volatility or a return to fundamentals? And where does one even look for value these days? 

Gary Dugan, Founder and CEO at the Global CIO Office,  shared his take on what the second half of 2025 could look like. A seasoned voice in global markets, Gary will share his views on what’s driving the current uncertainties, where the risks really lie, and how he’s thinking about allocation in a market still full of surprises. 

Thank you to those who attended, and we look forward to meeting all of you again soon. 

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