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2020 Outlook with Kevin McCreadie and AGF Management

Jan 6, 2020

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.  

 

Forstrong Monthly Dashboard: Are Stocks Earning Their Keep?

Dec 16, 2019

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.

 

Ask Forstrong: Macro Update with Clement Gignac and Industrial Alliance

Nov 19, 2019

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. 

Ask Forstrong: A Postcard from China

Oct 29, 2019

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. 

Macro Update with Kurt Reiman and BlackRock Canada

Oct 2, 2019

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.
 

Forstrong Monthly Dashboard September 2019

Sep 17, 2019

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.

Macro Update with Mark Noble and Horizons ETFs

Aug 29, 2019

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;…

“Buy America” Now A Heavily Crowded Trade

Jul 30, 2019

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…

What Could Go Right?

Jul 5, 2019

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…