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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.

Feb 17, 2023

It has been a long string of surprises over the last year. The Fed was surprised inflation wasn’t transitory. Investors were surprised to see the fastest rate hikes since the 1980s. Economists are now surprised we aren’t in a recession.


Yet, in our view, the biggest surprise continues to be the resilience of...

Feb 6, 2023

As it was in 2022, financial markets had their own Kafkaesque backdrop. Investors did not need to stretch their imaginations: reality did it for them. Supposedly rare events appeared more frequently than ever.

All of this has forged an easy fraternity for those predicting more macro doom. Global pessimism is now...

Jan 27, 2023

It is now abundantly clear that last year was a hinge moment in history. The world of tomorrow will resemble nothing of what we see today.

“All life is a process of breaking down, but the blows that do the dramatic side of the work…don’t show their effect all at once.” Great American author F. Scott Fitzgerald...

Aug 18, 2022

In this summer edition of the Global Thinking Podcast, Rob Duncan sits down with Forstrong's CEO and CIO, Tyler Mordy, to discuss the most topical macro issues moving markets today. 

-Is the global economy in a recession or headed for one

-Has inflation peaked or will it be more persistent

-Why every bear market leads...

Jun 17, 2022

For those who have been hiding under a rock the last 6 months, global markets are in uncharted territory. In the face of slowing economic growth and surging inflation, central banks are increasing interest rates at levels not seen in over 30 years. How have markets responded? Global equity and bond markets have plunged...