Inflation is back and the Fed may soon have to shift course. Tyler Mordy breaks down what it means for investors on the Global Thinking Podcast.
Listen now: forstrong.com/podcasts/flood…
Tariffs meant to boost the U.S. are fueling resilience abroad. Tyler Mordy unpacks the “protectionist paradox” on the Global Thinking Podcast.
Listen now: forstrong.com/podcasts/flood…
Despite geopolitical tensions and rising protectionism, global equity markets are surprising to the upside in 2025. Why the resilience?
In our latest Strategy Dashboard, Forstrong’s Shibo Gu breaks it down and what it means for investors navigating risk.
forstrong.com/strategy-dashb…
Europe’s lost decade may be ending.
With austerity and debt constraints fading, the stage could be set for a powerful comeback. We break down the macro shifts driving this reversal.
Full Ask Forstrong article: tinyurl.com/3u5pyymn
Something’s stirring in Europe. Equities are surging. The euro is gaining ground.
From Copenhagen, Forstrong’s Tyler Mordy explains why investors should take this rally seriously — and where it could lead next.
Read the latest Ask Forstrong: tinyurl.com/3u5pyymn
On the latest Global Thinking Podcast, Forstrong’s Rob Duncan and Global X’s Chris McHaney unpack why EAFE is gaining ground — and how Europe’s global champions are built for resilience, even in a slowing economy.
Listen now: tinyurl.com/4vjs533v
Bond markets are revolting — and governments with rising deficits are in the hot seat.
In 5 Minute Macro, Tyler Mordy explains what this shift means for investors.
Watch now: tinyurl.com/2mw82tkc
The long end of the bond market is sounding the alarm. From the US to Japan, yields are rising fast—and the message is clear: fiscal discipline matters again.
Explore the shift: tinyurl.com/3cmbkckf
Markets are waking up from the zero-rate dream. Negative rates, sub-2% mortgages—that era is behind us. The new normal is here, and investors need to adjust.
Read more: tinyurl.com/3cmbkckf
The Euro 350 is shifting. ASML and other innovators are leading Europe’s next chapter. Terry Shaunessy explains why it matters for investors.
Listen: tinyurl.com/m7ph84ks#GlobalThinkingPodcast
The value isn’t in factories. It’s in design and code. Terry Shaunessy explains why knowledge-based firms now lead the S&P 500.
Listen: tinyurl.com/m7ph84ks#GlobalThinkingPodcast
Just as markets exhaled on China, new US tariff threats are now aimed at Europe. But beyond the headlines, Europe’s macro outlook is quietly improving. In this month’s Strategy Dashboard, we explore what it all means for investors.
Read more: tinyurl.com/2m9fz95v
Has the American brand taken a hit?
Kevin McCreadie shares what he heard in Washington—from bourbon to blind spots—and what it means for capital flows.
🎧 Listen to the latest: tinyurl.com/3jr3m94n
Markets are noisy. Data is mixed. But opportunity is forming.
AGF’s Kevin McCreadie joins Global Thinking to unpack what’s next for investors.
Listen now: tinyurl.com/3jr3m94n
The U.S. is looking less exceptional. Slowing growth, shaky sentiment, and tighter conditions are giving global markets the edge.
Listen now: forstrong.com/podcasts/elbow…
A chaotic “Liberation Day” tariff rollout has markets on edge. What it means for U.S. assets and global portfolios in our latest Strategy Dashboard.
Get the full insight: tinyurl.com/5yvu9vrs
With Carney in power—but no clear majority—investors are watching closely. Forstrong’s David Kletz shares what it could mean for pensions and markets.
Read more: tinyurl.com/mhd2p7bz
Panic fuels headlines, but smart investors stay the course. Tyler Mordy breaks down trade tensions, shifting risks, and why global diversification matters.
Watch now: tinyurl.com/58hxfdw2
Financial panics are painful but often set up opportunity. Tyler Mordy shares what he’s watching and why.
Catch the latest Global Thinking Podcast: tinyurl.com/mr3ktkp9
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