Shows
Global ThinkingDouble Vision: Investing in a Split-Screen WorldIn this episode of the Global Thinking Podcast, Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack a market that refuses to send a single, clear signal. Equity markets are strong, yet risks are building — a Split-Screen World where optimism and fragility coexist. Tyler provides some insight into the annual Forstrong Super Trends report, Double Vision. From recession risk and cracks in credit to AI's gap between investment and earnings. The conversation then shifts to the bigger forces shaping 2026: the rise of fiscal dominance, the return of the real economy, and the broadening of...
2025-12-1947 minGlobal ThinkingDouble Vision: Investing in a Split-Screen WorldIn this episode of the Global Thinking Podcast, Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack a market that refuses to send a single, clear signal. Equity markets are strong, yet risks are building — a Split-Screen World where optimism and fragility coexist. Tyler provides some insight into the annual Forstrong Super Trends report, Double Vision. From recession risk and cracks in credit to AI's gap between investment and earnings. The conversation then shifts to the bigger forces shaping 2026: the rise of fiscal dominance, the return of the real economy, and the broadening of...
2025-12-1947 min
Global ThinkingCanada in the Crosshairs: Hard Markets, High Rates, and Hidden OpportunitiesIn this episode of the Global Thinking Podcast, host Rob Duncan sits down with Matthew Barasch, Senior Portfolio Manager at RBC Dominion Securities, for a candid, wide-ranging look at the realities of investing in today's market environment. Barasch calls this one of the toughest years of his 25-year career — a market defined by narrow leadership, stubborn inflation, and a handful of tech and gold names carrying the load while everything else fights to keep up. But beneath the volatility, Barasch sees a shift taking shape. He argues the worst may be behind Canada, pointing to im...
2025-12-0558 minGlobal ThinkingCanada in the Crosshairs: Hard Markets, High Rates, and Hidden OpportunitiesIn this episode of the Global Thinking Podcast, host Rob Duncan sits down with Matthew Barasch, Senior Portfolio Manager at RBC Dominion Securities, for a candid, wide-ranging look at the realities of investing in today's market environment. Barasch calls this one of the toughest years of his 25-year career — a market defined by narrow leadership, stubborn inflation, and a handful of tech and gold names carrying the load while everything else fights to keep up. But beneath the volatility, Barasch sees a shift taking shape. He argues the worst may be behind Canada, pointing to im...
2025-12-0558 min
Global ThinkingDon't Stop Believin': Why Global Markets Still Have Room to RunIn this episode of the Global Thinking Podcast Rob Duncan sits down with Lead Portfolio Manager, David Kletz, to explore the powerful shift in global market leadership that has defined the year. Since "Liberation Day," momentum has moved decisively toward International and Emerging Markets, with Europe and Asia driving much of the advance. While U.S. equities have staged a recovery, they face mounting challenges — weakening dollar, government shutdowns, and a softening labor market. In contrast, International markets are showing renewed strength, supported by attractive valuations, capital inflows, and central banks that appear poised to mai...
2025-11-0642 minGlobal ThinkingDon't Stop Believin': Why Global Markets Still Have Room to RunIn this episode of the Global Thinking Podcast Rob Duncan sits down with Lead Portfolio Manager, David Kletz, to explore the powerful shift in global market leadership that has defined the year. Since "Liberation Day," momentum has moved decisively toward International and Emerging Markets, with Europe and Asia driving much of the advance. While U.S. equities have staged a recovery, they face mounting challenges — weakening dollar, government shutdowns, and a softening labor market. In contrast, International markets are showing renewed strength, supported by attractive valuations, capital inflows, and central banks that appear poised to mai...
2025-11-0642 min
Global ThinkingWired for Growth or Blown Fuse? What Could Trip the Market SwitchEmerging Market equities are the year's top performer, with Canadian and International equities close behind — leaving U.S. stocks lagging. Will America stage a comeback, or are we entering a new era where global equities take center stage? In this episode of the Global Thinking Podcast host, Rob Duncan, sits down with Forstrong's CEO/CIO, Tyler Mordy, to explore whether the bull market is wired for further growth or primed to blow a fuse. Tariffs, delayed AI profits, and stubborn interest rates loom as short-circuit risks. On the flip side, government spending, easing monetary policy, and...
2025-09-261h 01Global ThinkingWired for Growth or Blown Fuse? What Could Trip the Market SwitchEmerging Market equities are the year's top performer, with Canadian and International equities close behind — leaving U.S. stocks lagging. Will America stage a comeback, or are we entering a new era where global equities take center stage? In this episode of the Global Thinking Podcast host, Rob Duncan, sits down with Forstrong's CEO/CIO, Tyler Mordy, to explore whether the bull market is wired for further growth or primed to blow a fuse. Tariffs, delayed AI profits, and stubborn interest rates loom as short-circuit risks. On the flip side, government spending, easing monetary policy, and...
2025-09-261h 01
Global ThinkingFrom Generational Wealth Myths to Modern Advising: Wealth 3.0In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Jamie McBride of Stewart & Kett to unpack the evolution of wealth management and the rise of Wealth 3.0. Wealth 3.0 represents a shift beyond spreadsheets and tax strategies toward an approach that prioritizes family values, collaboration, and open conversations about legacy. Rob and Jamie explore why the "three generations myth" is often misunderstood, how advisors can move from dictating solutions to facilitating dialogue, and what it really takes to help families flourish across generations. Listeners will come away with a...
2025-09-1143 minGlobal ThinkingFrom Generational Wealth Myths to Modern Advising: Wealth 3.0In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Jamie McBride of Stewart & Kett to unpack the evolution of wealth management and the rise of Wealth 3.0. Wealth 3.0 represents a shift beyond spreadsheets and tax strategies toward an approach that prioritizes family values, collaboration, and open conversations about legacy. Rob and Jamie explore why the "three generations myth" is often misunderstood, how advisors can move from dictating solutions to facilitating dialogue, and what it really takes to help families flourish across generations. Listeners will come away with a...
2025-09-1143 min
Global ThinkingFlooding The ZoneSteve Bannon once described Donald Trump's media strategy as "flooding the zone" — overwhelming the airwaves with noise to confuse and distract. Recent months have offered a masterclass, leaving investors to sift through tariffs, trade wars, and endless headlines. In this mid-year edition of the Global Thinking Podcast, host Rob Duncan sits down with Forstrong CEO & CIO Tyler Mordy to cut through the noise. They unpack why tariffs haven't bitten markets harder, how a weakening US dollar is shifting capital flows, and what looming Fed rate cuts could mean for investors. With international equities strongly outpacing th...
2025-08-1944 minGlobal ThinkingFlooding The ZoneSteve Bannon once described Donald Trump's media strategy as "flooding the zone" — overwhelming the airwaves with noise to confuse and distract. Recent months have offered a masterclass, leaving investors to sift through tariffs, trade wars, and endless headlines. In this mid-year edition of the Global Thinking Podcast, host Rob Duncan sits down with Forstrong CEO & CIO Tyler Mordy to cut through the noise. They unpack why tariffs haven't bitten markets harder, how a weakening US dollar is shifting capital flows, and what looming Fed rate cuts could mean for investors. With international equities strongly outpacing th...
2025-08-1944 min
Global ThinkingGuns, Gold, and Getting Paid: Global Investing in a Fractured WorldIn this episode of Global Thinking, Forstrong Portfolio Manager Rob Duncan sits down with friend of the firm, Chris McHaney, Executive Vice President and Head of Investment Management and Strategy at Global X Investments Canada Inc., for a wide-ranging conversation on where global capital is moving, and why. Many of the themes Chris is tracking - rising defense spending, a potential commodities supercycle, renewed interest in international markets like EAFE and India - align closely with Forstrong's own global investment roadmap. Both firms share a belief that in an increasingly fractured world, opportunity lies in regions and...
2025-06-301h 04Global ThinkingGuns, Gold, and Getting Paid: Global Investing in a Fractured WorldIn this episode of Global Thinking, Forstrong Portfolio Manager Rob Duncan sits down with friend of the firm, Chris McHaney, Executive Vice President and Head of Investment Management and Strategy at Global X Investments Canada Inc., for a wide-ranging conversation on where global capital is moving, and why. Many of the themes Chris is tracking - rising defense spending, a potential commodities supercycle, renewed interest in international markets like EAFE and India - align closely with Forstrong's own global investment roadmap. Both firms share a belief that in an increasingly fractured world, opportunity lies in regions and...
2025-06-301h 04
Global ThinkingDesensitized and Diversified: Investing Through Policy WhiplashIn this episode of the Global Thinking Podcast, host Rob Duncan sits down with Forstrong Portfolio Manager, Terry Shaunessy, to unpack how investors are navigating a world where political theatrics, including Trump's tariff flip-flops, no longer move markets like they used to. They explore why the U.S. may need to consider a GST-style tax, why service-based economies could be the next big growth engine, and how market strategies need to adapt to volatility fatigue. The conversation also dives into the Canadian economic puzzle: a stable banking sector weighed down by real estate drag and stagnant productivity...
2025-06-0441 minGlobal ThinkingDesensitized and Diversified: Investing Through Policy WhiplashIn this episode of the Global Thinking Podcast, host Rob Duncan sits down with Forstrong Portfolio Manager, Terry Shaunessy, to unpack how investors are navigating a world where political theatrics, including Trump's tariff flip-flops, no longer move markets like they used to. They explore why the U.S. may need to consider a GST-style tax, why service-based economies could be the next big growth engine, and how market strategies need to adapt to volatility fatigue. The conversation also dives into the Canadian economic puzzle: a stable banking sector weighed down by real estate drag and stagnant productivity...
2025-06-0441 min
Global ThinkingPower Shifts, Trade Rifts, and Investment LiftsGlobal Thinking: Power Shifts, Trade Rifts, and Investment Lifts In this no-holds-barred episode of the Global Thinking Podcast, host Rob Duncan sits down with AGF Investments CEO and CIO, Kevin McCreadie, to unpack the chaos, clarity, and contradictions shaping markets in 2025. From political plot twists in Canada to the unpredictable theatre of Trump 2.0, they dive into how power moves and policy pivots are reshaping capital flows. Is U.S. exceptionalism running out of runway? Will Canada finally find its economic groove? And what does Europe's fiscal awakening and China's evolving role...
2025-05-2254 minGlobal ThinkingPower Shifts, Trade Rifts, and Investment LiftsGlobal Thinking: Power Shifts, Trade Rifts, and Investment Lifts In this no-holds-barred episode of the Global Thinking Podcast, host Rob Duncan sits down with AGF Investments CEO and CIO, Kevin McCreadie, to unpack the chaos, clarity, and contradictions shaping markets in 2025. From political plot twists in Canada to the unpredictable theatre of Trump 2.0, they dive into how power moves and policy pivots are reshaping capital flows. Is U.S. exceptionalism running out of runway? Will Canada finally find its economic groove? And what does Europe's fiscal awakening and China's evolving role...
2025-05-2254 min
Global ThinkingElbows Up – Time to Pivot and RebalanceIn this episode of the Global Thinking podcast, host Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack a rowdy stretch in markets and politics. From Canada's recent election to Trump's tariff tantrums, the conversation dives into how economic confidence has taken a hit on both sides of the border. But while Canada seems to be finding it's way with new leadership and domestic competition; American markets wrestle with political uncertainty and slowing economic data. Capital is quietly on the move finding greener pastures in Europe and Asia. With European fiscal s...
2025-05-0649 minGlobal ThinkingElbows Up – Time to Pivot and RebalanceIn this episode of the Global Thinking podcast, host Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack a rowdy stretch in markets and politics. From Canada's recent election to Trump's tariff tantrums, the conversation dives into how economic confidence has taken a hit on both sides of the border. But while Canada seems to be finding it's way with new leadership and domestic competition; American markets wrestle with political uncertainty and slowing economic data. Capital is quietly on the move finding greener pastures in Europe and Asia. With European fiscal s...
2025-05-0649 min
Global ThinkingPanic, Policy, and the New PlaybookIn this episode of the Global Thinking Podcast Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack what may become one of the most studied financial panics of our time. With markets rattled by a sudden loss of confidence, they explore how erratic policy moves and recent tariff announcements have triggered a global risk-off sentiment and shaken investor faith in American capital markets. Tyler explains why this isn't your typical market correction, but rather a policy-inflicted confidence shock that's exposing deep structural cracks. The conversation dives into the fading role of t...
2025-04-1131 minGlobal ThinkingPanic, Policy, and the New PlaybookIn this episode of the Global Thinking Podcast Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack what may become one of the most studied financial panics of our time. With markets rattled by a sudden loss of confidence, they explore how erratic policy moves and recent tariff announcements have triggered a global risk-off sentiment and shaken investor faith in American capital markets. Tyler explains why this isn't your typical market correction, but rather a policy-inflicted confidence shock that's exposing deep structural cracks. The conversation dives into the fading role of t...
2025-04-1131 min
Global ThinkingChasing Alpha: The Wisdom of Crowds and Market EfficiencyThe majority of active managers underperform their benchmarks - but why? In this episode of the Global Thinking Podcast Rob sits down with Dr. Joseph Nelesen, Head of Specialists, Index Investment Strategy at S&P Dow Jones Indices, to unpack the 2024 SPIVA Report—the definitive study comparing active fund managers to their benchmarks. The discussion explores how most active managers have underperformed their benchmark, the critical role of survivorship bias, and the impact of fees and market conditions on long-term performance. Joe shares eye-opening statistics including how almost half of all fund...
2025-03-2456 minGlobal ThinkingChasing Alpha: The Wisdom of Crowds and Market EfficiencyThe majority of active managers underperform their benchmarks - but why? In this episode of the Global Thinking Podcast Rob sits down with Dr. Joseph Nelesen, Head of Specialists, Index Investment Strategy at S&P Dow Jones Indices, to unpack the 2024 SPIVA Report—the definitive study comparing active fund managers to their benchmarks. The discussion explores how most active managers have underperformed their benchmark, the critical role of survivorship bias, and the impact of fees and market conditions on long-term performance. Joe shares eye-opening statistics including how almost half of all fund...
2025-03-2456 min
Global ThinkingThe Great Vibe Shift: From MAG 7 to Drag 7In this episode of the Global Thinking Podcast Rob Duncan sits down with Forstrong's CEO & CIO, Tyler Mordy, to unpack the evolving market landscape and the unmistakable "vibe shift" happening in global markets. The once-unstoppable dominance of U.S. equities and the MAG 7 is showing signs of fatigue while broader global markets are stepping into the spotlight. Europe is showing signs of economic resurgence, emerging markets are gaining traction, and investors are finally remembering there are stocks outside of the S&P 500. They also break down the latest economic headlines, including the impact of Trump 2.0 po...
2025-03-0354 minGlobal ThinkingThe Great Vibe Shift: From MAG 7 to Drag 7In this episode of the Global Thinking Podcast Rob Duncan sits down with Forstrong's CEO & CIO, Tyler Mordy, to unpack the evolving market landscape and the unmistakable "vibe shift" happening in global markets. The once-unstoppable dominance of U.S. equities and the MAG 7 is showing signs of fatigue while broader global markets are stepping into the spotlight. Europe is showing signs of economic resurgence, emerging markets are gaining traction, and investors are finally remembering there are stocks outside of the S&P 500. They also break down the latest economic headlines, including the impact of Trump 2.0 po...
2025-03-0354 min
Global ThinkingTrump, Tariffs, Tech, and TurbulenceIn this episode of the Global Thinking podcast Rob sits down with Forstrong's Lead Portfolio Manager, David Kletz, to tackle two of the biggest forces shaping markets today: trade policy and technology. To start, they dive into the latest tariff turmoil, where Trump's abrupt policy flip-flop left markets scrambling. What does this unpredictability mean for global trade and investor confidence? David breaks down the broader economic uncertainty and how investors can position themselves amid shifting geopolitical tensions. To round it off the conversation turns to the tech sector, where DeepSeek rapid advancements sparked a major...
2025-02-1136 minGlobal ThinkingTrump, Tariffs, Tech, and TurbulenceIn this episode of the Global Thinking podcast Rob sits down with Forstrong's Lead Portfolio Manager, David Kletz, to tackle two of the biggest forces shaping markets today: trade policy and technology. To start, they dive into the latest tariff turmoil, where Trump's abrupt policy flip-flop left markets scrambling. What does this unpredictability mean for global trade and investor confidence? David breaks down the broader economic uncertainty and how investors can position themselves amid shifting geopolitical tensions. To round it off the conversation turns to the tech sector, where DeepSeek rapid advancements sparked a major...
2025-02-1136 min
Global ThinkingUnlocking the Power of AlternativesIn this episode of the Global Thinking podcast, host Rob Duncan sits down with Adam Payne, President and Chief Compliance Officer of Kinsted Wealth, for a deep dive into the evolving world of alternative investments. With market uncertainty and traditional asset classes facing headwinds, alternatives have taken center stage—but how can investors truly access them? Rob and Adam explore the critical role of manager selection, due diligence, and industry trends shaping the space. From challenges in accessibility to Kinsted's vision for democratizing alternatives, this episode offers valuable insights for investors looking to expand their portfolios beyond the conventional....
2025-01-3043 minGlobal ThinkingUnlocking the Power of AlternativesIn this episode of the Global Thinking podcast, host Rob Duncan sits down with Adam Payne, President and Chief Compliance Officer of Kinsted Wealth, for a deep dive into the evolving world of alternative investments. With market uncertainty and traditional asset classes facing headwinds, alternatives have taken center stage—but how can investors truly access them? Rob and Adam explore the critical role of manager selection, due diligence, and industry trends shaping the space. From challenges in accessibility to Kinsted's vision for democratizing alternatives, this episode offers valuable insights for investors looking to expand their portfolios beyond the conventional....
2025-01-3043 min
Global ThinkingMarkets in Motion - Resilience and Rivalries In this episode Rob joins Forstrong CEO and Chief Investment Officer, Tyler Mordy, to unpack the defining moments of 2024 and the forces shaping 2025. The past year was further evidence we are not in a traditional economic cycle. In the face of elevated volatility, geopolitical tensions, and a charged political landscape markets powered higher. Yet, amidst the chaos, two themes stood tall: the commanding influence of tech giants and the unexpected resilience of global economic growth. Fast forward to 2025, and the drama continues—think Netflix-worthy twists. Trump 2.0 is shaking up the global order, reviving tariffs and hinting at ec...
2025-01-1056 minGlobal ThinkingMarkets in Motion - Resilience and Rivalries In this episode Rob joins Forstrong CEO and Chief Investment Officer, Tyler Mordy, to unpack the defining moments of 2024 and the forces shaping 2025. The past year was further evidence we are not in a traditional economic cycle. In the face of elevated volatility, geopolitical tensions, and a charged political landscape markets powered higher. Yet, amidst the chaos, two themes stood tall: the commanding influence of tech giants and the unexpected resilience of global economic growth. Fast forward to 2025, and the drama continues—think Netflix-worthy twists. Trump 2.0 is shaking up the global order, reviving tariffs and hinting at ec...
2025-01-1056 min
Global Thinking5 Questions Keeping Investors Up at Night2024 is proving to be another year full of surprises. Investors have been bracing for recession as a waterfall of misleading signals have dominated headlines. While many braced for a looming recession, markets defied expectations with strong returns—leaving many sidelined in cash or GICs, missing out on the upside. In this episode of the Global Thinking Podcast, Rob sits down with Forstrong's CEO and CIO, Tyler Mordy, to unpack the themes from Tyler's latest article, 5 Questions Keeping Investors Up at Night. Together, they tackle the big questions shaping today's investment landscape: Where are we in the economic cy...
2024-11-0448 minGlobal Thinking5 Questions Keeping Investors Up at Night2024 is proving to be another year full of surprises. Investors have been bracing for recession as a waterfall of misleading signals have dominated headlines. While many braced for a looming recession, markets defied expectations with strong returns—leaving many sidelined in cash or GICs, missing out on the upside. In this episode of the Global Thinking Podcast, Rob sits down with Forstrong's CEO and CIO, Tyler Mordy, to unpack the themes from Tyler's latest article, 5 Questions Keeping Investors Up at Night. Together, they tackle the big questions shaping today's investment landscape: Where are we in the economic cy...
2024-11-0448 min
Global ThinkingFrom Paper to Pixels: Canada's Fintech TransformationFinancial technology, or Fintech, in Canada has traditionally trailed behind the U.S. by nearly a decade. Until recently, even basic processes like virtual onboarding were rare in Canada, where advisors and clients often dealt with stacks of paper for signatures and mailed-off documents. But a global pandemic has accelerated change, bringing digital solutions and smartphone-driven client experiences to the forefront. In this episode of Global Thinking, Rob sits down with Oliver Yoon, Head of Harness Investment Management, to explore the rapidly evolving Canadian Fintech landscape. Together, they discuss Oliver's extensive experience in finance, Harness's m...
2024-10-2936 minGlobal ThinkingFrom Paper to Pixels: Canada's Fintech TransformationFinancial technology, or Fintech, in Canada has traditionally trailed behind the U.S. by nearly a decade. Until recently, even basic processes like virtual onboarding were rare in Canada, where advisors and clients often dealt with stacks of paper for signatures and mailed-off documents. But a global pandemic has accelerated change, bringing digital solutions and smartphone-driven client experiences to the forefront. In this episode of Global Thinking, Rob sits down with Oliver Yoon, Head of Harness Investment Management, to explore the rapidly evolving Canadian Fintech landscape. Together, they discuss Oliver's extensive experience in finance, Harness's m...
2024-10-2936 min
Global ThinkingPodcast From China: Beijing's Policy Shockwaves Over the past year, China has grappled with escalating challenges—from a real estate meltdown to tech crackdowns and slowing growth—leading many investors to deem the country "un-investable." However, recent policy moves from Beijing, including significant interest rate cuts and liquidity injections, may point to a major inflection point ahead. In this episode, Rob Duncan speaks with Forstrong's Research Analyst, Shibo Gu, on the ground in Northern China. Together, they unpack the latest stimulus measures and their potential impact on investors eyeing opportunities in the world's second-largest economy. Is this renewed optimism justified, or shoul...
2024-10-0830 minGlobal ThinkingPodcast From China: Beijing's Policy Shockwaves Over the past year, China has grappled with escalating challenges—from a real estate meltdown to tech crackdowns and slowing growth—leading many investors to deem the country "un-investable." However, recent policy moves from Beijing, including significant interest rate cuts and liquidity injections, may point to a major inflection point ahead. In this episode, Rob Duncan speaks with Forstrong's Research Analyst, Shibo Gu, on the ground in Northern China. Together, they unpack the latest stimulus measures and their potential impact on investors eyeing opportunities in the world's second-largest economy. Is this renewed optimism justified, or shoul...
2024-10-0830 min
Global ThinkingThe Great Market Rotation: Is It For Real?When asked about the prognosis for markets, American financier J. P. Morgan once famously quipped, "they will fluctuate". That statement is not meant to be dismissive of recent market volatility: the first half of 2024 has faced a long list of new realities from an AI fervour to contentious global elections. But, today more than ever, wealth accumulation demands a focus on fundamentals and looking beyond recent hype. Currently, there are historic opportunities to pivot into new investment themes as markets find a new footing and fresh macroeconomic trends emerge. In this di...
2024-07-2624 minGlobal ThinkingThe Great Market Rotation: Is It For Real?When asked about the prognosis for markets, American financier J. P. Morgan once famously quipped, "they will fluctuate". That statement is not meant to be dismissive of recent market volatility: the first half of 2024 has faced a long list of new realities from an AI fervour to contentious global elections. But, today more than ever, wealth accumulation demands a focus on fundamentals and looking beyond recent hype. Currently, there are historic opportunities to pivot into new investment themes as markets find a new footing and fresh macroeconomic trends emerge. In this di...
2024-07-2624 min
Global ThinkingNavigating Nvidia's Volatility: Keeping Your Head When Others May Have Lost TheirsEveryone is talking about Nvidia. Just 2 years ago the stock was worth a mere $400 billion. Now, depending on the time of day, it is worth somewhere around $3 trillion and was briefly the most valuable company in the world. Investors should not overcomplicate things here: Nvidia and the broader AI theme are in the midst of a speculative mania. Of course, we have been here before. Investment stories, much like the current one, can be intoxicating and lure every last investor into the trade. During such times, diversification seems unnecessary. Who wants it when "one and do...
2024-06-2425 minGlobal ThinkingNavigating Nvidia's Volatility: Keeping Your Head When Others May Have Lost TheirsEveryone is talking about Nvidia. Just 2 years ago the stock was worth a mere $400 billion. Now, depending on the time of day, it is worth somewhere around $3 trillion and was briefly the most valuable company in the world. Investors should not overcomplicate things here: Nvidia and the broader AI theme are in the midst of a speculative mania. Of course, we have been here before. Investment stories, much like the current one, can be intoxicating and lure every last investor into the trade. During such times, diversification seems unnecessary. Who wants it when "one and do...
2024-06-2425 min
Global ThinkingCanadian ETFs - A Bull Market in the Making Canadian ETF inflows continued at a brisk pace in May, bringing the year-to-date number to more than $24 billion (handily beating their mutual fund counterparts). Total assets now stand at more than $432 billion with 1407 ETFs to choose from. With all this selection, how do investors know which ETF to buy? To help answer these questions Rob Duncan, Senior Vice President, Portfolio Manager & Lead ESG Officer at Forstrong, sits down with Patrick McEntyre, Managing Director and Co-Head of Institutional Sales of ETFs at National Bank Financial Group, to discuss: Key trends within the ETF industry Where inve...
2024-06-0526 minGlobal ThinkingCanadian ETFs - A Bull Market in the Making Canadian ETF inflows continued at a brisk pace in May, bringing the year-to-date number to more than $24 billion (handily beating their mutual fund counterparts). Total assets now stand at more than $432 billion with 1407 ETFs to choose from. With all this selection, how do investors know which ETF to buy? To help answer these questions Rob Duncan, Senior Vice President, Portfolio Manager & Lead ESG Officer at Forstrong, sits down with Patrick McEntyre, Managing Director and Co-Head of Institutional Sales of ETFs at National Bank Financial Group, to discuss: Key trends within the ETF industry Where inve...
2024-06-0526 min
Global Thinking2024's Rotation Trade Continues Looking back on the month of April, it was a tough time for many investors. Broadly, many stock market sectors broke their winning streak. Bonds didn't fare any better as continued strong global economic data pressured long-term yields higher. As the macro regime continues to unfold, Forstrong's investment team continues to believe the world is transitioning toward an inflationary boom. Increased volatility is a key tenet of this shifting economic landscape. But the theme of broadening performance (away from the handful of US mega-cap stocks which carried markets last year) is alive and well. In A...
2024-05-0722 minGlobal Thinking2024's Rotation Trade Continues Looking back on the month of April, it was a tough time for many investors. Broadly, many stock market sectors broke their winning streak. Bonds didn't fare any better as continued strong global economic data pressured long-term yields higher. As the macro regime continues to unfold, Forstrong's investment team continues to believe the world is transitioning toward an inflationary boom. Increased volatility is a key tenet of this shifting economic landscape. But the theme of broadening performance (away from the handful of US mega-cap stocks which carried markets last year) is alive and well. In A...
2024-05-0722 min
Global ThinkingIs US equity still the easiest asset allocation decision?US equities have taken center stage over the last few years and are touching all-time highs as consumers continue to show strength with healthy balance sheets and less sensitivity to higher interest rates. But is all this good news already priced in? What may be surprising is that returns are no longer being powered primarily by the "Magnificent 7". Instead, forgotten and unloved sectors are now witnessing a steady bid. In this episode Rob sits with BMO's Chief Investment Officer, Sadiq Adatia, to talk about their recent market outlook and why they be...
2024-04-0929 minGlobal ThinkingIs US equity still the easiest asset allocation decision?US equities have taken center stage over the last few years and are touching all-time highs as consumers continue to show strength with healthy balance sheets and less sensitivity to higher interest rates. But is all this good news already priced in? What may be surprising is that returns are no longer being powered primarily by the "Magnificent 7". Instead, forgotten and unloved sectors are now witnessing a steady bid. In this episode Rob sits with BMO's Chief Investment Officer, Sadiq Adatia, to talk about their recent market outlook and why they be...
2024-04-0929 min
Global ThinkingInterest Rate Obsession: Are Markets Missing the Bigger Picture?Interest Rate Obsession: Are Markets Missing the Bigger Picture? Markets have found a new obsession to dote upon: timing central bank rate cutes. Everywhere you look, interest rate expectations continue to dominate headlines and market narratives. Imminent recession fears have been replaced with questions on the timing and magnitude of interest rate cuts, but interest rates are only part of the story. The larger trend is the impressive resilience not only of the US economy but also in other parts of the world. After pricing in up to 6 rate cuts to st...
2024-03-2930 minGlobal ThinkingInterest Rate Obsession: Are Markets Missing the Bigger Picture?Interest Rate Obsession: Are Markets Missing the Bigger Picture? Markets have found a new obsession to dote upon: timing central bank rate cutes. Everywhere you look, interest rate expectations continue to dominate headlines and market narratives. Imminent recession fears have been replaced with questions on the timing and magnitude of interest rate cuts, but interest rates are only part of the story. The larger trend is the impressive resilience not only of the US economy but also in other parts of the world. After pricing in up to 6 rate cuts to st...
2024-03-2930 min
Global ThinkingGlobal Thinking Market Update with Franklin Templeton In this episode Rob sits down with Michael Greenberg, Senior Vice President and Portfolio Manager at Franklin Templeton Investment Solutions, to ask questions about their market outlook and where they see opportunity in the year ahead. Throughout the podcast Mike shares his perspectives on inflation, expectations for interest rate cuts, concentration in US equity's "AI enablers" and Bitcoin's impact on portfolio returns. While Mike remains positive on the US avoiding a recession and continued equity performance, he makes an interesting case for opportunities within Emerging Markets. Tune in to hear more. For more information on our podcasts...
2024-03-2041 minGlobal ThinkingGlobal Thinking Market Update with Franklin Templeton In this episode Rob sits down with Michael Greenberg, Senior Vice President and Portfolio Manager at Franklin Templeton Investment Solutions, to ask questions about their market outlook and where they see opportunity in the year ahead. Throughout the podcast Mike shares his perspectives on inflation, expectations for interest rate cuts, concentration in US equity's "AI enablers" and Bitcoin's impact on portfolio returns. While Mike remains positive on the US avoiding a recession and continued equity performance, he makes an interesting case for opportunities within Emerging Markets. Tune in to hear more. For more information on our podcasts...
2024-03-2041 min
Global ThinkingMacro Musings from A Latam PerspectiveOn this episode Rob sits down with our good friend Rodrigo Gordillo from Resolve Asset Management. Rodrigo has a fascinating background and shares how hyperinflation in 1980s Peru shaped his life and investment philosophy. He also discusses why emerging markets have been more proactive in combating inflation over the last few years, and why inflation volatility will be higher this decade than the last. For more information on our podcasts please visit: https://forstrong.com/podcast/ Bitcoin ETFs: Crypto Moves Further Into The Mainstream Forstrong Global Insights
2024-02-1337 minGlobal ThinkingMacro Musings from A Latam PerspectiveOn this episode Rob sits down with our good friend Rodrigo Gordillo from Resolve Asset Management. Rodrigo has a fascinating background and shares how hyperinflation in 1980s Peru shaped his life and investment philosophy. He also discusses why emerging markets have been more proactive in combating inflation over the last few years, and why inflation volatility will be higher this decade than the last. For more information on our podcasts please visit: https://forstrong.com/podcast/ Bitcoin ETFs: Crypto Moves Further Into The Mainstream Forstrong Global Insights
2024-02-1337 min
Global ThinkingBonds, Bitcoin and The Biggest Year Ever For DemocracyWelcome back to all our listeners. This is now Season 4 of the Forstrong Global Thinking podcast and there is no shortage of topics to dive into. In this episode Rob sits down with Tyler Mordy, CEO and CIO, to discuss which macro trends are shaping the investment landscape. Looking back, last year was one of heightened risk aversion: some $1.3 trillion dollars ran into global money market funds. Meanwhile, our investment team has a thesis that may stretch minds: we are entering a new risk-taking cycle based on an entirely different set of macroeconomic conditions and investment leadership. A...
2024-01-2339 minGlobal ThinkingBonds, Bitcoin and The Biggest Year Ever For DemocracyWelcome back to all our listeners. This is now Season 4 of the Forstrong Global Thinking podcast and there is no shortage of topics to dive into. In this episode Rob sits down with Tyler Mordy, CEO and CIO, to discuss which macro trends are shaping the investment landscape. Looking back, last year was one of heightened risk aversion: some $1.3 trillion dollars ran into global money market funds. Meanwhile, our investment team has a thesis that may stretch minds: we are entering a new risk-taking cycle based on an entirely different set of macroeconomic conditions and investment leadership. A...
2024-01-2339 min
Global ThinkingPostcard from China, Part 2It has been four long years since Forstrong last visited mainland China. In that time, the country faced a real estate collapse, technology crackdowns and more than 1100 days of brutal lockdowns. Given the size and scale of China's influence on the global economy, their reopening is something that smart investors need to monitor. After a month on the mainland Shibo Gu, Forstrong's Research Analyst, sits down with Rob to talk about his firsthand experiences and Forstrong outlook on the awakening of the world's second largest economy. Additionally, they discuss whether the recent Alibaba spinoffs are a...
2023-05-1114 minGlobal ThinkingPostcard from China, Part 2It has been four long years since Forstrong last visited mainland China. In that time, the country faced a real estate collapse, technology crackdowns and more than 1100 days of brutal lockdowns. Given the size and scale of China's influence on the global economy, their reopening is something that smart investors need to monitor. After a month on the mainland Shibo Gu, Forstrong's Research Analyst, sits down with Rob to talk about his firsthand experiences and Forstrong outlook on the awakening of the world's second largest economy. Additionally, they discuss whether the recent Alibaba spinoffs are a...
2023-05-1114 min
Global ThinkingGlobal Thinking Invité spécial - Clément GignacCette semaine, nous avons un invité très spécial pour notre podcast "Global Thinking". Omar Rayes de Forstrong s'assoit une deuxième fois avec l'Honorable Clément Gignac. Clément a eu une longue et brillante carrière dans les secteurs public et privé. Sur la scène internationale, il a présidé en 2012 le Conseil de l'agenda mondial sur la compétitivité (division du Forum économique mondial). Il est également membre associé de la Conference of Business Economists, un groupe d'éminents économistes mondiaux basé à Washington, D.C. Il est maintenant membre du Sénat du Canada....
2023-03-2313 minGlobal ThinkingGlobal Thinking Invité spécial - Clément GignacCette semaine, nous avons un invité très spécial pour notre podcast "Global Thinking". Omar Rayes de Forstrong s'assoit une deuxième fois avec l'Honorable Clément Gignac. Clément a eu une longue et brillante carrière dans les secteurs public et privé. Sur la scène internationale, il a présidé en 2012 le Conseil de l'agenda mondial sur la compétitivité (division du Forum économique mondial). Il est également membre associé de la Conference of Business Economists, un groupe d'éminents économistes mondiaux basé à Washington, D.C. Il est maintenant membre du Sénat du Canada....
2023-03-2313 min
Global ThinkingGlobal Thinking Special Guest - Clement GignacThis week we have a very special guest for our "Global Thinking" Podcast. Forstrong's Omar Rayes sits down for a second time with the honorable Clément Gignac. Clément has had a long and distinguished career in both the public and private sectors. On the international scene, he chaired in 2012 the Global agenda council on competitiveness (a division of the World Economic Forum). He is also an associate member of the Conference of Business Economists, a group of distinguished global economists based in Washington, D.C. He now serves as a member of the Sen...
2023-03-2313 minGlobal ThinkingGlobal Thinking Special Guest - Clement GignacThis week we have a very special guest for our "Global Thinking" Podcast. Forstrong's Omar Rayes sits down for a second time with the honorable Clément Gignac. Clément has had a long and distinguished career in both the public and private sectors. On the international scene, he chaired in 2012 the Global agenda council on competitiveness (a division of the World Economic Forum). He is also an associate member of the Conference of Business Economists, a group of distinguished global economists based in Washington, D.C. He now serves as a member of the Sen...
2023-03-2313 min
Global ThinkingSVB Failure: Moving Fast and Breaking Things Silicon Valley's scrappy attitude of "move fast and break things" not only became standard start-up advice over the last decade, but quickly evolved into a global movement for the technology sector. Yet, a rich irony has emerged. It turns out that customers can also move fast and break things. Last Thursday, depositors at Silicon Valley Bank (SVB) pulled $42 billion and, in a matter of hours on Friday, became the second largest bank failure in US history. Tune into Forstrong's latest podcast, where Rob Duncan sits down with Tyler Mordy to discuss the investment implications of t...
2023-03-1416 minGlobal ThinkingSVB Failure: Moving Fast and Breaking Things Silicon Valley's scrappy attitude of "move fast and break things" not only became standard start-up advice over the last decade, but quickly evolved into a global movement for the technology sector. Yet, a rich irony has emerged. It turns out that customers can also move fast and break things. Last Thursday, depositors at Silicon Valley Bank (SVB) pulled $42 billion and, in a matter of hours on Friday, became the second largest bank failure in US history. Tune into Forstrong's latest podcast, where Rob Duncan sits down with Tyler Mordy to discuss the investment implications of t...
2023-03-1416 min
Global ThinkingForstrong Global Thinking: A "Surprisingly" Resilient EconomyIt has been a long string of surprises over the last year. The Fed was surprised inflation wasn't transitory. Investors were surprised to see the fastest rate hikes since the 1980s. Economists are now surprised we aren't in a recession. Yet, in our view, the biggest surprise continues to be the resilience of the global economy – despite higher interest rates, economic growth has continued to chug along. Where to from here? Our investment team continues to believe that this is a very different environment from the 2010s, when the market consistently over...
2023-02-1719 minGlobal ThinkingForstrong Global Thinking: A "Surprisingly" Resilient EconomyIt has been a long string of surprises over the last year. The Fed was surprised inflation wasn't transitory. Investors were surprised to see the fastest rate hikes since the 1980s. Economists are now surprised we aren't in a recession. Yet, in our view, the biggest surprise continues to be the resilience of the global economy – despite higher interest rates, economic growth has continued to chug along. Where to from here? Our investment team continues to believe that this is a very different environment from the 2010s, when the market consistently over...
2023-02-1719 min
Global ThinkingForstrong Super Trends 2023: MetamorphosisAs it was in 2022, financial markets had their own Kafkaesque backdrop. Investors did not need to stretch their imaginations: reality did it for them. Supposedly rare events appeared more frequently than ever. All of this has forged an easy fraternity for those predicting more macro doom. Global pessimism is now higher than ever. Understandably, the pull of this narrative is powerful. Because the most recent threats to civilization were a pandemic and then an unforeseen war, we expect the next one to take the same existential form. But should we? Looking ahead, it should be clear that...
2023-02-0629 minGlobal ThinkingForstrong Super Trends 2023: MetamorphosisAs it was in 2022, financial markets had their own Kafkaesque backdrop. Investors did not need to stretch their imaginations: reality did it for them. Supposedly rare events appeared more frequently than ever. All of this has forged an easy fraternity for those predicting more macro doom. Global pessimism is now higher than ever. Understandably, the pull of this narrative is powerful. Because the most recent threats to civilization were a pandemic and then an unforeseen war, we expect the next one to take the same existential form. But should we? Looking ahead, it should be clear that...
2023-02-0629 min
Global ThinkingForstrong Super Trends 2022: World in Transition Part 1It is now abundantly clear that last year was a hinge moment in history. The world of tomorrow will resemble nothing of what we see today. "All life is a process of breaking down, but the blows that do the dramatic side of the work…don't show their effect all at once." Great American author F. Scott Fitzgerald once wrote in an essay for Esquire. The writer was referring to his personal challenges during the mid-1930s. But the observation could have applied to the global economy moving into 2022: we are only getting early glimpses of how tr...
2023-01-2734 minGlobal ThinkingForstrong Super Trends 2022: World in Transition Part 1It is now abundantly clear that last year was a hinge moment in history. The world of tomorrow will resemble nothing of what we see today. "All life is a process of breaking down, but the blows that do the dramatic side of the work…don't show their effect all at once." Great American author F. Scott Fitzgerald once wrote in an essay for Esquire. The writer was referring to his personal challenges during the mid-1930s. But the observation could have applied to the global economy moving into 2022: we are only getting early glimpses of how tr...
2023-01-2734 min
Global ThinkingUnscripted Summer ThoughtsIn this summer edition of the Global Thinking Podcast, Rob Duncan sits down with Forstrong's CEO and CIO, Tyler Mordy, to discuss the most topical macro issues moving markets today. -Is the global economy in a recession or headed for one -Has inflation peaked or will it be more persistent -Why every bear market leads to a change in leadership -What are the investment implications To read more or subscribe to Forstrong's Global Insights, please visit Forstrong Global Thinking Insights.
2022-08-1820 minGlobal ThinkingUnscripted Summer ThoughtsIn this summer edition of the Global Thinking Podcast, Rob Duncan sits down with Forstrong's CEO and CIO, Tyler Mordy, to discuss the most topical macro issues moving markets today. -Is the global economy in a recession or headed for one -Has inflation peaked or will it be more persistent -Why every bear market leads to a change in leadership -What are the investment implications To read more or subscribe to Forstrong's Global Insights, please visit Forstrong Global Thinking Insights.
2022-08-1820 minGlobal ThinkingFighting Volatility with Asset AllocationFor those who have been hiding under a rock the last 6 months, global markets are in uncharted territory. In the face of slowing economic growth and surging inflation, central banks are increasing interest rates at levels not seen in over 30 years. How have markets responded? Global equity and bond markets have plunged deep into negative double-digit territory, an outcome not seen in over 70 years of recorded history. So where to from here? As the sugar high from a surging tech boom fades and interest rates begin to normalize, opportunities are emerging globally. Consumption is still growing. The labour market r...
2022-06-1729 minGlobal ThinkingFighting Volatility with Asset AllocationFor those who have been hiding under a rock the last 6 months, global markets are in uncharted territory. In the face of slowing economic growth and surging inflation, central banks are increasing interest rates at levels not seen in over 30 years. How have markets responded? Global equity and bond markets have plunged deep into negative double-digit territory, an outcome not seen in over 70 years of recorded history. So where to from here? As the sugar high from a surging tech boom fades and interest rates begin to normalize, opportunities are emerging globally. Consumption is still growing. The labour market r...
2022-06-1729 min
Global ThinkingCan Markets Digest Higher Rates and Higher Inflation?It is no surprise the last few months have been jarring for financial markets. The Fed, initially believing price spikes were short-term, were caught in an almost cartoon-like backpedal as inflation instead accelerated to a 40-year high. Now markets are on edge the Fed will tighten too much and short-circuit the economy. Forstrong's Tyler Mordy explains why he expects inflation to moderate and how global risk appetite will continue.
2022-02-1723 min
Global ThinkingWelcome to the Shortage EconomyThe world has been transfixed by a strange spectacle: a scarcity of nearly everything. It has been a cinematic experience complete with congested shipping lanes, gas shortages and rationed microchips. This kind of drama is entirely unfamiliar a decade after the global financial crisis's chronic oversupply. Now, the gluts of the 2010s are giving way to a far different world. Welcome to the new shortage economy. Rob sits down with Forstrong's CIO, Tyler Mordy, to talk investment implications and why this could be a barn burner.
2021-11-1120 min
Global ThinkingEver-a-Grande Portfolio RebalanceGlobal stock markets maintain double digit gains year-to-date, but as the recent selloff deepens market pundits continue to point fingers and provide reasons why this is the end. In this podcast we sit down with Forstrong PM, David Kletz, to discuss Evergrande's impact on markets and our recent portfolio rebalance. Not surprisingly, we see the macro environment remaining supportive into year-end.
2021-10-1516 min
Global ThinkingForstrong Global Thinking - A Phased PandexitViewing the globe, we note a very unusual situation — most likely attributable to the post-Covid rebound. For the first time on record, developed nations have been growing faster than global GDP growth. And global growth is currently faster than that of emerging countries. This must resolve itself in one way or another. What will be the likely outcome? Rob Duncan speaks with Forstrong Portfolio Manager, David Kletz, to discuss their recent rebalance and whether or not the reflationary trade still has room to run.
2021-07-2218 minGlobal ThinkingForstrong Global Thinking - A Phased PandexitViewing the globe, we note a very unusual situation — most likely attributable to the post-Covid rebound. For the first time on record, developed nations have been growing faster than global GDP growth. And global growth is currently faster than that of emerging countries. This must resolve itself in one way or another. What will be the likely outcome? Rob Duncan speaks with Forstrong Portfolio Manager, David Kletz, to discuss their recent rebalance and whether or not the reflationary trade still has room to run.
2021-07-2218 min
Global ThinkingGlobal Inflation: Has the Force AwakenedWhat happens when the world is cooped up — in some cases against its will — for more than a year? We are now getting answers to this global experiment. To no one's surprise, it turns out many are increasingly unwilling to delay gratification which has sent inflation soaring all around the world. Rob Duncan sits down with Forstrong's CIO, Tyler Mordy, to discuss how the pandemic is creating an inflationary regime shift with lasting impacts few can predict.
2021-06-1027 min
Global ThinkingCryptocurrencies: Currency Replacement or Financial Utility?Has crypto-mania gone too far? Naysayers have an almost unlimited arsenal of reasons why this bubble will pop and leave investors in a wake of devastation. Citing everything from security issues to regulation, environmental impact to the explosion of offerings, these things should come with a warning label. In a recent Ask Forstrong, The Cryptocurrency Bug: Catch Me if You Can, our CIO, Tyler Mordy, hammers home these warnings with cold hard facts. Cryptocurrencies are highly volatile. Investors have lost billions in fraud and theft. There are now 4000 currency offerings claiming to be the future. And, last...
2021-05-1741 min
Global ThinkingReddits Rage: Is this Really the Way?Social media platforms take center stage as rWallStreetBets channels it's Reddit commentary to prop up stocks impacted by the pandemic and targeted by hedge fund short-sellers. In this podcast Rob Duncan sits down with Forstrong's CEO & CIO, Tyler Mordy, to discuss this incredible phenomenon and how situations like this have played out in the past. While it received incredible headlines, investors should focus on what is really driving portfolio returns.
2021-02-0915 min
Global ThinkingIs it Time to Learn the Charleston?Rob Duncan sits down with Forstrong's CEO/CIO, Tyler Mordy, to talk about the year that was 2020, our outlook for 2021, and why we need to learn the Charleston in what could be seen as our generations roaring 20's.
2021-01-1923 min
Global ThinkingAsk Forstrong: You, Me and MMT (Modern Monetary Theory)Is it possible to have unlimited money? If so, is that a good thing or a bad thing? Rob Duncan sits down with Forstrong's CEO/CIO, Tyler Mordy, to talk about Modern Monetary Theory and why this new way of thinking could create new economic realities to increase growth globally. We break this theory down into its basic building blocks and challenge traditional thinking to see opportunities where others do not.
2020-12-1030 minGlobal ThinkingAsk Forstrong: You, Me and MMT (Modern Monetary Theory)Is it possible to have unlimited money? If so, is that a good thing or a bad thing? Rob Duncan sits down with Forstrong's CEO/CIO, Tyler Mordy, to talk about Modern Monetary Theory and why this new way of thinking could create new economic realities to increase growth globally. We break this theory down into its basic building blocks and challenge traditional thinking to see opportunities where others do not.
2020-12-1030 min
Global ThinkingForstrong Portfolio Update: Rock, Paper or ScissorsYour Global Thinking host, Rob Duncan, sits down with Forstrong's CIO, Tyler Mordy, to discuss Covid's impact on markets, policy and their investment outlook. While a second wave forms and concerns over another shutdown looms, Tyler explains why these outcomes would be less impactful and how a paradigm shift in policy will power growth going forward. If you would like to access the slides, please reach out to your Forstrong contact.
2020-09-3036 minGlobal ThinkingForstrong Portfolio Update: Rock, Paper or ScissorsYour Global Thinking host, Rob Duncan, sits down with Forstrong's CIO, Tyler Mordy, to discuss Covid's impact on markets, policy and their investment outlook. While a second wave forms and concerns over another shutdown looms, Tyler explains why these outcomes would be less impactful and how a paradigm shift in policy will power growth going forward. If you would like to access the slides, please reach out to your Forstrong contact.
2020-09-3036 min
Global ThinkingForstrong Global Thinking - Q3 Portfolio UpdateHere we are again, as if nothing much has changed since mid-February. Never mind that the very existence and survival of the entire human race had been threatened in the interim. Most global equity markets have recovered the vast majority of their year-to-date losses, and in fact, the risk-on rally now appears to be broadening into additional sectors and asset classes. In this update Rob sits down with Forstrong's portfolio manager David Kletz to discuss the current state of financial markets and the corresponding changes recently implemented in client portfolios.
2020-07-0317 minGlobal ThinkingForstrong Global Thinking - Q3 Portfolio UpdateHere we are again, as if nothing much has changed since mid-February. Never mind that the very existence and survival of the entire human race had been threatened in the interim. Most global equity markets have recovered the vast majority of their year-to-date losses, and in fact, the risk-on rally now appears to be broadening into additional sectors and asset classes. In this update Rob sits down with Forstrong's portfolio manager David Kletz to discuss the current state of financial markets and the corresponding changes recently implemented in client portfolios.
2020-07-0317 min
Global ThinkingForstrong Macro Update with Franklin TempletonRob Duncan sits down with Michael Greenberg, Vice President & Portfolio Manager for Franklin Templeton Multi-Asset Solutions. Over the course of 30 minutes they discuss their portfolio positioning throughout the pandemic, the shape of the recovery and whether investor FOMO has dislocated markets from reality. While market challenges remain, Michael highlights opportunities within global credit, European equities and how investors are eagerly awaiting a dip.
2020-06-1931 min
Global ThinkingAsk Forstrong: Investing in the Time of CoronavirusCoronavirus and all its catchphrases - flattening the curve, social distancing and so on - has taken a wrecking ball to daily routines. Working from home has brought new challenges. Calendars have been emptied and commute times cut. But occupational hazards have emerged: cabin fever, the close proximity of the cookie jar and, for some of us, new colleagues of the Crayola-wielding kind. Rob Duncan sits down with Forstrong's President and CIO, Tyler Mordy, to talk about their recent portfolio rebalance and how they are positioning in the face of an unprecedented and historical stimulus package.
2020-03-2621 minGlobal ThinkingAsk Forstrong: Investing in the Time of CoronavirusCoronavirus and all its catchphrases - flattening the curve, social distancing and so on - has taken a wrecking ball to daily routines. Working from home has brought new challenges. Calendars have been emptied and commute times cut. But occupational hazards have emerged: cabin fever, the close proximity of the cookie jar and, for some of us, new colleagues of the Crayola-wielding kind. Rob Duncan sits down with Forstrong's President and CIO, Tyler Mordy, to talk about their recent portfolio rebalance and how they are positioning in the face of an unprecedented and historical stimulus package.
2020-03-2621 min
Global ThinkingAsk Forstrong: Misinformation Going ViralCorona virus fears finally pierced investor consciousness and markets have sold off dramatically this week. Rob Duncan sits down with Forstrong's President and CIO, Tyler Mordy, to discuss the market reaction and potential impact to growth going forward. How will this impact global GDP? Does this change our view for 2020? Is this a buying opportunity? We tackle these questions and more.
2020-02-2725 minGlobal ThinkingAsk Forstrong: Misinformation Going ViralCorona virus fears finally pierced investor consciousness and markets have sold off dramatically this week. Rob Duncan sits down with Forstrong's President and CIO, Tyler Mordy, to discuss the market reaction and potential impact to growth going forward. How will this impact global GDP? Does this change our view for 2020? Is this a buying opportunity? We tackle these questions and more.
2020-02-2725 min
Global ThinkingForstrong Monthly Dashboard - Are Stocks Earning Their KeepRob Duncan sits down with Forstrong's Vice President and Portfolio Manager, David Kletz, to review the recent market rally, phase 1 US/China trade deal and UK elections impact on Brexit. While we see markets getting ahead of themselves, most can be warranted with the removal of key risks heading into the new year. Still, several things to consider.
2019-12-1611 minGlobal ThinkingForstrong Monthly Dashboard - Are Stocks Earning Their KeepRob Duncan sits down with Forstrong's Vice President and Portfolio Manager, David Kletz, to review the recent market rally, phase 1 US/China trade deal and UK elections impact on Brexit. While we see markets getting ahead of themselves, most can be warranted with the removal of key risks heading into the new year. Still, several things to consider.
2019-12-1611 min
Global ThinkingAsk Forstrong: A Postcard from ChinaAfter arriving into Beijing's bustling international airport, the point was again driven home. Evidence of progress and modernization is everywhere as China has been the worlds fastest growing economy for three decades. I sit down with our President and CIO, Tyler Mordy, to discuss his investor trip to China, key observations and answer questions from our investors.
2019-10-2829 min
Global ThinkingForstrong Monthly Dashboard - Peak Trade Wars!Vice President and Portfolio Manager, David Kletz, discusses his recent monthly portfolio dashboard titled "Peak Trade Wars". Trade wars continue to be a key market theme, but have their impacts been exhausted and how do we see Trump positioning for his pending campaign trail.
2019-09-1719 min
Global ThinkingWhat could go right?In this podcast, I sit down with David Kletz, Vice President and Portfolio Manager at Forstrong, to review recent client concerns, what has been driving markets year-to-date and Forstrong's portfolio positioning heading into Q3. With heightened anxiety over what could go wrong, we talk about what could go right!
2019-07-0515 minGlobal ThinkingWhat could go right?In this podcast, I sit down with David Kletz, Vice President and Portfolio Manager at Forstrong, to review recent client concerns, what has been driving markets year-to-date and Forstrong's portfolio positioning heading into Q3. With heightened anxiety over what could go wrong, we talk about what could go right!
2019-07-0515 min