Foyston for Thought

Foyston, Gordon & Payne Inc.
  • 0.0 (0)
  • INVESTING

Foyston For Thought is a podcast from Foyston, Gordon & Payne Inc. (FGP) that brings listeners inside the conversations shaping markets, portfolios, and long-term investment decisions. In each episode, members of the FGP team explore timely market developments, portfolio positioning, and the firm’s research-driven approach to investing, with insights grounded in quality, value, and disciplined fundamental analysis.    Through practical discussions and thoughtful perspectives, Foyston For Thought is designed to help listeners better understand what is happening in markets, why it matters, and how disciplined investing can help navigate uncertainty. Whether the topic is geopolitics, interest rates, asset allocation, or company fundamentals, the series reflects FGP's focus on long-term thinking.

Episodes

  1. Canadian Credit Spreads: Rising Amid War, But Still Near the Floor

    MAR 25

    Canadian Credit Spreads: Rising Amid War, But Still Near the Floor

    In Episode 2 of Foyston For Thought, recorded on March 23, 2026, Gabriel Lopezpineda FGP’s Head of Institutional, sits down with Ryan Domsy, FGP’s Head of Fixed Income, to discuss the recent increase in Canadian credit spreads and what it means for fixed income investors. Are wider credit spreads a warning sign of growing market stress, or simply a return to more normal pricing after a period of unusually tight spreads? Ryan explains what credit spreads are, why they have moved wider in recent months, and why historical context matters when assessing today’s bond market environment. The conversation also explores how FGP manages fixed income portfolios through a disciplined investment process grounded in quality, value, downside protection, and deep fundamental credit research. Gabriel and Ryan discuss how FGP evaluates corporate bonds, thinks about risk, and looks for selective opportunities when market conditions become more uncertain. Listeners will hear how FGP approaches: Credit research and internal credit ratingsDownside protection in fixed income portfoliosDuration, yield curve, and credit positioningLiquidity risk and portfolio disciplineOpportunities created by wider corporate bond spreadsThe role of active management in Canadian fixed incomeThis episode is designed for individual investors, financial advisors, and institutional allocators seeking perspective on credit spreads, corporate bonds, Canadian fixed income markets, and active bond management. Disclosure:   This podcast is intended for informational purposes only and does not constitute legal, tax, security or investment advice, an opinion regarding the suitability of any investment nor a solicitation of any type. The opinions expressed are as at the date the podcast was recorded and are subject to change without notice. Foyston, Gordon & Payne is registered as a Portfolio Manager in every jurisdiction in Canada, an Exempt Market Dealer in every province in Canada, an Investment Fund Manager in Ontario, Quebec and Newfoundland & Labrador, and as an Investment Advisor in the United States. Foyston, Gordon, and Payne manages a number of pooled funds referred to as FGP Pooled Funds that are offered through a prospectus exemption to residents of Canada. The values of the FGP Pooled Funds change frequently. All investment involves risk. Unless otherwise stated, performance is on an annualized basis, in Canadian dollars and is gross of management fees. Past performance is not indicative of future performance. This podcast may contain forward-looking statements based on our views, information and assumptions as of the date of the recording. Listeners are cautioned that actual events may differ significantly. For further information on Foyston, Gordon, & Payne, please visit our website at www.foyston.com.

    9 min
  2. Iran Conflict, Energy Markets and Canadian Equities: How FGP Is Navigating Volatility

    MAR 19

    Iran Conflict, Energy Markets and Canadian Equities: How FGP Is Navigating Volatility

    Welcome to Episode 1 of Foyston For Thought.   In this episode, recorded on March 17, 2026, Gabriel Lopezpineda, FGP’s Head of Institutional, speaks with Zubaida Mirza, FGP’s Energy analyst, about how the conflict in Iran has unsettled global energy markets and what that may mean for investors in Canadian equities.   They discuss why geopolitical shocks can move far beyond the energy sector, how higher oil and natural gas prices can affect broader equity markets, and why portfolio construction matters during periods of uncertainty. Zubaida explains how FGP’s Canadian Equity portfolio entered this period with a meaningful overweight in Energy, not as a short-term geopolitical trade, but as a result of a long-standing bottom-up focus on high-quality companies with long-life assets, capable management teams, strong balance sheets and attractive valuations.   The conversation also explores why the duration of the conflict matters so much for energy prices, and how FGP is thinking about risk in an environment where valuations across many sectors may be elevated. Along the way, Gabriel and Zubaida highlight the role of diversification, downside protection and disciplined stock selection in helping portfolios navigate sudden macroeconomic shocks.   This episode offers a timely look at how FGP’s investment philosophy is being applied in real time: staying calm, staying selective and continuing to focus on high-quality businesses that pay dividends and trade at attractive valuations.   Disclosure:   This podcast is intended for informational purposes only and does not constitute legal, tax, security or investment advice, an opinion regarding the suitability of any investment nor a solicitation of any type. The opinions expressed are as at the date the podcast was recorded and are subject to change without notice. Foyston, Gordon & Payne is registered as a Portfolio Manager in every jurisdiction in Canada, an Exempt Market Dealer in every province in Canada, an Investment Fund Manager in Ontario, Quebec and Newfoundland & Labrador, and as an Investment Advisor in the United States. Foyston, Gordon, and Payne manages a number of pooled funds referred to as FGP Pooled Funds that are offered through a prospectus exemption to residents of Canada. The values of the FGP Pooled Funds change frequently. All investment involves risk. Unless otherwise stated, performance is on an annualized basis, in Canadian dollars and is gross of management fees. Past performance is not indicative of future performance. This podcast may contain forward-looking statements based on our views, information and assumptions as of the date of the recording. Listeners are cautioned that actual events may differ significantly. For further information on Foyston, Gordon, & Payne, please visit our website at www.foyston.com.

    14 min
  • 2 Episodes

About

Foyston For Thought is a podcast from Foyston, Gordon & Payne Inc. (FGP) that brings listeners inside the conversations shaping markets, portfolios, and long-term investment decisions. In each episode, members of the FGP team explore timely market developments, portfolio positioning, and the firm’s research-driven approach to investing, with insights grounded in quality, value, and disciplined fundamental analysis.    Through practical discussions and thoughtful perspectives, Foyston For Thought is designed to help listeners better understand what is happening in markets, why it matters, and how disciplined investing can help navigate uncertainty. Whether the topic is geopolitics, interest rates, asset allocation, or company fundamentals, the series reflects FGP's focus on long-term thinking.

Information

  • Creator
    Foyston, Gordon & Payne Inc.
  • Years Active
    2K
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © 2026 Foyston for Thought
  • Show Website
    Foyston for Thought