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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 23, 2023

Cette semaine, nous avons un invité très spécial pour notre podcast "Global Thinking". Omar Rayes de Forstrong s'assoit une deuxième fois avec l'Honorable Clément Gignac.


Clément a eu une longue et brillante carrière dans les secteurs public et privé. Sur la scène internationale, il a présidé en 2012 le...

Mar 23, 2023

This week we have a very special guest for our “Global Thinking” Podcast. Forstrong’s Omar Rayes sits down for a second time with the honorable Clément Gignac.


Clément has had a long and distinguished career in both the public and private sectors. On the international scene, he chaired in 2012 the Global...

Mar 14, 2023

Silicon Valley’s scrappy attitude of “move fast and break things” not only became standard start-up advice over the last decade, but quickly evolved into a global movement for the technology sector. 

Yet, a rich irony has emerged. It turns out that customers can also move fast and break things. Last Thursday,...

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...