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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 20, 2019

Rob Duncan sits down with AGF's CEO and Chief Investment Officer, Kevin McCreadie, to review their 2020 Outlook and why he thinks this investment cycle could go into extra innings. 

From investment prospects in Canada, US election outcomes, increasing EM exposure and even space travel. Over the course of 30 minutes we...

Dec 16, 2019

Rob Duncan sits down with Forstrong's Vice President and Portfolio Manager, David Kletz, to review the recent market rally, phase 1 US/China trade deal and UK elections impact on Brexit. While we see markets getting ahead of themselves, most can be warranted with the removal of key risks heading into the new...

Nov 19, 2019

Rob Duncan speaks with Clement Gignac, Senior Vice President and Chief Economist at IA Financial Group, to discuss his outlook on global markets, recent events and where he is investing. In this action packed podcast you will hear opinions on Brexit, optimism around the US/China trade war, synchronized global rate cuts,...

Oct 28, 2019

After arriving into Beijing's bustling international airport, the point was again driven home. Evidence of progress and modernization is everywhere as China has been the worlds fastest growing economy for three decades. 

I sit down with our President and CIO, Tyler Mordy, to discuss his investor trip to China, key...

Oct 2, 2019

I sit down with Kurt Reiman, Managing Director and Chief Investment Strategist at BlackRock Canada, to discuss their recent market outlook and three key investment themes. From the impact of protectionism to the implications of lower rates globally, we discuss how to invest in a world with heightened uncertainty.