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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.

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...

Mar 20, 2024

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...

Mar 4, 2024

One year ago, market forecasters were in absolute agreement. A Bloomberg consensus survey showed that 100% of the respondents predicted a global recession in 2023.  Rising interest rates would surely create an inevitable “hard landing”. When such agreement exists in the investment world one must ask the obvious...