Forstrong Global Asset Management

Global Thinking

Business EN ↓ 77 afleveringen

Welcome to Global Thinking, the podcast where we explore the intersection of global macro investing, geo-political tensions, and financial advice. Join our host Rob Duncan, as they guide you through the complex world of personal finance and help you navigate the ever-changing landscape of global markets. Every month we bring on top experts to share their insights and perspectives on the latest trends and events shaping the global economy. Whether you're an experienced investor or just starting out, this podcast is your go-to resource for understanding how to manage your wealth in a rapidly cha...

Bezoek zeker de website van de podcast en steun de maker: forstrong.libsyn.com

Auteur

Forstrong Global Asset Management

Categorie

Business

Website van de podcast

forstrong.libsyn.com

Nieuwste aflevering

7 okt. 2026

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Afleveringen

"Buy America" Now A Heavily Crowded Trade 30.07.2019 15:54

The first half of 2019 has been all about America. US Large Caps have trounced their global counterparts, making portfolio diversification seem like a rather quaint idea. Now, positioning in US equities, treasuries and the dollar sit at highs in the face of stumbling economic growth. At times like this, it is always useful to revisit the role of the portfolio manager: why do clients pay us to ma...

What could go right? 05.07.2019 15:20

In this podcast, I sit down with David Kletz, Vice President and Portfolio Manager at Forstrong, to review recent client concerns, what has been driving markets year-to-date and Forstrong's portfolio positioning heading into Q3. With heightened anxiety over what could go wrong, we talk about what could go right!