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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.

Dec 19, 2025

In this episode of the Global Thinking Podcast, Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack a market that refuses to send a single, clear signal. Equity markets are strong, yet risks are building — a Split-Screen World where optimism and fragility coexist.

Tyler provides some insight into the...


Dec 5, 2025

In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Matthew Barasch, Senior Portfolio Manager at RBC Dominion Securities, for a candid, wide-ranging look at the realities of investing in today’s market environment. Barasch calls this one of the toughest years of his 25-year career — a...


Nov 6, 2025

In this episode of the Global Thinking Podcast Rob Duncan sits down with Lead Portfolio Manager, David Kletz, to explore the powerful shift in global market leadership that has defined the year. Since “Liberation Day,” momentum has moved decisively toward International and Emerging Markets, with Europe and Asia...


Sep 26, 2025

Emerging Market equities are the year’s top performer, with Canadian and International equities close behind — leaving U.S. stocks lagging. Will America stage a comeback, or are we entering a new era where global equities take center stage?

 

In this episode of the Global Thinking Podcast host, Rob Duncan, sits down...


Sep 11, 2025

In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Jamie McBride of Stewart & Kett to unpack the evolution of wealth management and the rise of Wealth 3.0.

 

Wealth 3.0 represents a shift beyond spreadsheets and tax strategies toward an approach that prioritizes family values, collaboration,...