Go beyond the obvious and listen to the story behind the story. Global Thinking shares our forward-looking perspectives on emerging global macro trends. We review long-term economic, geopolitical and social trends, including second and third order effects, to help financial professions provide safer more predictable returns.
Forstrong Portfolio Update: Rock, Paper or Scissors
Your 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.
Forstrong Global Thinking - Q3 Portfolio Update
Here we are, as if nothing much has changed since mid-February. Never mind that the very existence and survival of the human race had been threatened in the interim. Global equity markets have recovered the 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 PM David Kletz to discuss the current state of financial markets and the corresponding changes in client portfolios
Forstrong Macro Update with Franklin Templeton
Rob 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.
Setting the Record Straight on ETFs with Mark Noble and Horizons ETFs
Rob Duncan sits down with Horizons Executive Vice President of ETF Strategy, Mark Noble, to discuss why the recent spike in volatility has resurfaced old myths and misconceptions on fixed income ETFs. We get back to basics on their structure and mechanics to explain how they provide price discovery and liquidity, even in times of stress.
Ask Forstrong: Investing in the Time of Coronavirus
Coronavirus 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 CIO, Tyler Mordy, to talk about their portfolio rebalance and how they are positioning in the face of an unprecedented and historical stimulus package.
Ask Forstrong: Misinformation Going Viral
Corona 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.
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I’m glad that a friend recommended this podcast. Rob speaks about global investing in a way that makes sense. The guest speakers provide interesting insights and I look forward to more episodes!
Great podcast to get industry knowledge
Always relevant and provides the most up to date industry news and info. Great listen !
Great listen on my morning commute, interesting guests and topics