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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.

Jun 24, 2024

Everyone 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...

Jun 4, 2024

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...

May 7, 2024

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...

Apr 9, 2024

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...

Mar 29, 2024

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...