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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.

Apr 14, 2023

Coming off a surprisingly resilient Q1, Global Equities staged a rally for a second quarter despite the collapse of Silicon Valley Bank and renewed fears of another 2008 financial crisis. While US markets staged a late rally to pull ahead of Canada, International markets continue to be global leaders. In this episode of Global Thinking, Rob sits down with Forstrong’s Lead PM, David Kletz, to hear about structural changes impacting global markets and why International and Emerging Market equities might have a leg up over their American counterparts. To top it off, David shares some macro insights into Japan and why a rally could be imminent.