Global Thinking

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.

We sit down with Mark Noble, Senior Vice President of ETF Strategy at Horizons ETFs, to discuss how markets have performed, ETF trends, fixed income crowding, investing for economic growth and how to keep your kids busy in the summer. Mark also highlights some strategies worth paying attention to now; emerging technologies and US marijuana.

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 manage their wealth? It is not for flawless clairvoyance. Rather, we are paid to anticipate probable risks, prepare for opportunities and, importantly, not to lose of proverbial minds when everyone else has lost theirs.

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!