Global CIO Office's Dugan Says He's Underweight Stocks

The transcript discusses the challenges faced by central banks due to the Ukraine conflict, inflation, and growth concerns. It highlights recession worries, market complacency, and the impact on global growth. Strategies for managing portfolios amid dollar strength and the volatility in China Tech are explored. The role of gold as a safe haven and the challenges in investing in gold producers are also discussed.

How has the situation in Ukraine impacted the supply lines for raw materials?

What is the significance of gold as an investment during uncertain times?

What challenges do gold producers face that may affect their profitability?