8 February 2022
Bigger Picture: Threat of flattening yield curve
Johan Jooste, CIO, The Global CIO Office, explains why markets are starting to get more jittery around bond yields, and whether a deeper correction is due for technology stocks.

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26 November 2021
The Outlook for Market Risks Heading Into 2022
With new risks from the new COVID-19 Omicron strain added to inflationary pressures, tighter monetary policy and potential energy shortages ahead of the winter months. Are there more risks to markets as we close out the year and head into 2022? Johan Jooste, Managing Director for the Global CIO Office, joined us on Prime Time to discuss.

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18 October 2021
Bigger Picture: Has earnings growth peaked?
Johan Jooste, CIO, The Global CIO Office wraps up the report card by US banks and what to look out for when other sectors share their 3Q numbers, as well as the impact on inflation and rising costs on their business outlooks.

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27 July 2021
Bigger Picture: Impact of China’s Edutech Crackdown
Johan Jooste, CIO of The Global CIO Office discusses the market impact of China’s sweeping crackdown -- this time on the edutech sector -- and what to look out for from the US Fed meeting happening this week.

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13 April 2021
Bigger Picture: Chinese tech giants, chip shortage in focus
Johan Jooste, CIO, The Global Office discusses how investors can approach Chinese tech giants, NFTs and chip makers.

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5 February 2021
Bigger Picture: Market valuations, outlook for airlines & brokerages
Johan Jooste, CIO, The Global CIO Office, discusses if investors should start to take profit with markets pushing new highs and if the retail trading boom can continue to fuel the outlook for the brokerage industry.

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23 December 2020
Bigger Picture: Profit taking on Wall Street after stimulus relief
Johan Jooste, CIO, The Global CIO Office, discusses what markets will turn their attention to next with the passing of the latest $900b fiscal stimulus package.

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28 October 2020
Bigger Picture: Tech stocks in focus ahead of US elections
Johan Jooste, CIO, The Global CIO Office discusses if tech stocks are still worth their valuations heading into the US elections.

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8 July 2020
Bigger Picture: What's driving Chinese markets higher
Johan Jooste, CIO, The Global CIO Office, discusses if the Chinese markets are setting up for another meltdown, and what he's overweight on now.

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13 May 2020
The Bigger Picture: The Fauci Effect
US Markets closed lower on Tuesday, and top US infectious disease official, Dr Anthony Fauci has warned against the country reopening the economy too soon. Yet as more countries slowly come out of lockdown, where could the bright spots in the market come from in the future? Johan Jooste, CIO, The Global CIO Office gives his view on The Bigger Picture.

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