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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.

Sep 17, 2019

Vice President and Portfolio Manager, David Kletz, discusses his recent monthly portfolio dashboard titled "Peak Trade Wars". 

Trade wars continue to be a key market theme, but have their impacts been exhausted and how do we see Trump positioning for his pending campaign trail.