Jun 2, 2026
For more than a decade, investors have been rewarded for a simple strategy: buy U.S. stocks, own big technology companies, and trust that American exceptionalism would continue to drive markets higher.
But what if that playbook is beginning to change?
In this episode of the Global Thinking Podcast, Rob Duncan sits...
May 6, 2026
Markets are rallying. Oil is rising. War is ongoing.
And yet, investors seem to be moving on.
In this episode of the Global Thinking Podcast, Rob Duncan sits down with Forstrong Lead Portfolio Manager David Kletz to unpack the biggest question facing markets today. Is this resilience — or complacency?
While...
Apr 8, 2026
In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Dr. Joe Nelesen from S&P Dow Jones Indices to break down the SPIVA Canada 2025 report and what it reveals about active vs passive investing.
The data is clear. Most active managers underperform their benchmarks — not just in 2025, but...
Mar 23, 2026
In this episode of the Global Thinking Podcast Rob Duncan sits down with Forstrong CEO & CIO, Tyler Mordy, to unpack the market reaction to the escalating conflict involving Iran and why investors may be focusing on the wrong risk.
When geopolitical shocks hit, markets tend to do what they always do: sell first and...
Mar 5, 2026
In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Nimar Bangesh of Obsiido to unpack one of the most infuriating developments in Canadian investing this year: fund gating.
After years of rapid growth, private markets have become mainstream in Canadian portfolios. But recent gating events...