Foyston, Gordon & Payne Inc.
Foyston for Thought
Foyston For Thought is a podcast from Foyston, Gordon & Payne Inc. (FGP) that brings listeners inside the conversations shaping markets, portfolios, and long-term investment decisions. In each episode, members of the FGP team explore timely market developments, portfolio positioning, and the firm’s research-driven approach to investing, with insights grounded in quality, value, and disciplined fundamental analysis. Through practical discussions and thoughtful perspectives, Foyston For Thought is designed to help listeners better understand what is happening in markets, why it matters, and h...
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Foyston, Gordon & Payne Inc.
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Site du podcast
Dernier épisode
30 juin 2026
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Épisodes
Higher Income and Diversification All in One Niche Asset Class 30.06.2026 7:35
Welcome to Episode 4 of Foyston For Thought. In this episode, recorded on June 29, 2026, Gabriel Lopezpineda , Head of Institutional at FGP, speaks with Ryan Domsy , Head of Fixed Income, about preferred shares, a hybrid asset class that sits between traditional stocks and bonds. Ryan explains how preferred shares work, why they may offer attractive income potential, and how they can help dive...
The Iran Energy Crisis 2026: Continuing the Conversation 11.06.2026 25:32
In this episode, recorded on June 8, 2026, Daphne King , Principal, Client Relationship & Business Development Manager at FGP, speaks with Zubaida Mirza , FGP’s Energy analyst, about the ongoing energy crisis caused by the war in Iran. The discussion examines how prolonged disruption through the Strait of Hormuz is reshaping oil markets, inventories, and price expectations. Zeba explains why n...
Canadian Credit Spreads: Rising Amid War, But Still Near the Floor 25.03.2026 8:50
In Episode 2 of Foyston For Thought, recorded on March 23, 2026, Gabriel Lopezpineda FGP’s Head of Institutional, sits down with Ryan Domsy , FGP’s Head of Fixed Income, to discuss the recent increase in Canadian credit spreads and what it means for fixed income investors. Are wider credit spreads a warning sign of growing market stress, or simply a return to more normal pricing after a period of...
Iran Conflict, Energy Markets and Canadian Equities: How FGP Is Navigating Volatility 19.03.2026 14:14
Welcome to Episode 1 of Foyston For Thought. In this episode, recorded on March 17, 2026, Gabriel Lopezpineda , FGP’s Head of Institutional, speaks with Zubaida Mirza , FGP’s Energy analyst, about how the conflict in Iran has unsettled global energy markets and what that may mean for investors in Canadian equities. They discuss why geopolitical shocks can move far beyond the energy sector, how...
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