Global Thinking

Rob Duncan sits down with Michael Greenberg, Vice President & Portfolio Manager for Franklin Templeton Multi-Asset Solutions. Over the course of 30 minutes they discuss their portfolio positioning throughout the pandemic, the shape of the recovery and whether investor FOMO has dislocated markets from reality. While market challenges remain, Michael highlights opportunities within global credit, European equities and how investors are eagerly awaiting a dip.

Rob Duncan sits down with Horizons Executive Vice President of ETF Strategy, Mark Noble, to discuss why the recent spike in volatility has resurfaced old myths and misconceptions about fixed income ETFs. We get back to basics on their structure and mechanics to explain how they provide price discovery and liquidity, even in times of stress. 

Coronavirus and all its catchphrases - flattening the curve, social distancing and so on - has taken a wrecking ball to daily routines. Working from home has brought new challenges. Calendars have been emptied and commute times cut. But occupational hazards have emerged: cabin fever, the close proximity of the cookie jar and, for some of us, new colleagues of the Crayola-wielding kind. 

Rob Duncan sits down with Forstrong's President and CIO, Tyler Mordy, to talk about their recent portfolio rebalance and how they are positioning in the face of an unprecedented and historical stimulus package. 

Corona virus fears finally pierced investor consciousness and markets have sold off dramatically this week. Rob Duncan sits down with Forstrong's President and CIO, Tyler Mordy, to discuss the market reaction and potential impact to growth going forward. How will this impact global GDP? Does this change our view for 2020? Is this a buying opportunity? We tackle these questions and more.   

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 cover everything you need to start the year off right.  

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 year. Still, several things to consider. 

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, the ECB transition and why a minority Canadian government will be good for markets. 

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 observations and answer questions from our investors. 

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. 

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.