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Global Thinking

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 professionals provide safer more predictable returns utilizing ETFs.

Oct 20, 2023

The US bond selloff over the last few years is on par with the largest ever in history. In this podcast Rob sits down with Forstrong Lead PM, David Kletz, to discuss market performance and what “higher for longer” interest rates means for investors. While this new environment has dampened confidence and has everyone...


Jun 16, 2023

In part 1, Rob Duncan sat down with Reza Samahin, Portfolio Manager at KJ Harrison, to discuss the big ideas behind Artificial Intelligence and what impact it may have on the future

In part 2, Rob and Reza discuss the implications of AI from an investment perspective. Is this Dot Com 2.0? Will investors benefit from...


May 17, 2023

Last month 2,600 tech industry professionals signed a petition led by Elon Musk and Apple co-founder, Steve Wozniak, to halt AI development until there was a clear understanding of its full implications. Although he did not sign the letter, Geoffrey Hinton, the so-called “Godfather of AI”, resigned from Google to...


May 11, 2023

It 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...


Apr 14, 2023

Coming off a surprisingly resilient Q1, Global Equities staged a rally for a second quarter despite the collapse of Silicon Valley Bank and renewed fears of another 2008 financial crisis. While US markets staged a late rally to pull ahead of Canada, International markets continue to be global leaders. In this episode...