Jan 20, 2026
2025 looked like the kind of year that should have broken markets — geopolitical shocks, political dysfunction, and nonstop macro stress. Instead, risk assets powered ahead. That disconnect is exactly why investors should be paying attention.
In this episode of the Global Thinking Podcast Rob Duncan sits down...
Dec 19, 2025
In this episode of the Global Thinking Podcast, Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack a market that refuses to send a single, clear signal. Equity markets are strong, yet risks are building — a Split-Screen World where optimism and fragility coexist.
Tyler provides some insight into the...
Dec 5, 2025
In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Matthew Barasch, Senior Portfolio Manager at RBC Dominion Securities, for a candid, wide-ranging look at the realities of investing in today’s market environment. Barasch calls this one of the toughest years of his 25-year career — a...
Nov 6, 2025
In this episode of the Global Thinking Podcast Rob Duncan sits down with Lead Portfolio Manager, David Kletz, to explore the powerful shift in global market leadership that has defined the year. Since “Liberation Day,” momentum has moved decisively toward International and Emerging Markets, with Europe and Asia...
Sep 26, 2025
Emerging Market equities are the year’s top performer, with Canadian and International equities close behind — leaving U.S. stocks lagging. Will America stage a comeback, or are we entering a new era where global equities take center stage?
In this episode of the Global Thinking Podcast host, Rob Duncan, sits down...