Episode Details

In this episode of Global Thinking, Forstrong Portfolio Manager Rob Duncan sits down with friend of the firm, Chris McHaney, Executive Vice President and Head of Investment Management and Strategy at Global X Investments Canada Inc., for a wide-ranging conversation on where global capital is moving, and why.

Many of the themes Chris is tracking - rising defense spending, a potential commodities supercycle, renewed interest in international markets like EAFE and India - align closely with Forstrong's own global investment roadmap. Both firms share a belief that in an increasingly fractured world, opportunity lies in regions and sectors that many investors are still underestimating.

They also unpack the role of covered call ETFs in generating yield, and explore how fixed income is re-emerging as a strategic allocation. From inflation trends to interest rate dynamics and the strength of the U.S. dollar, this episode is rich with insight for globally minded investors.

Topped off with a few summer reading picks and some contrarian takes, it's a fast-paced and practical conversation that reinforces Forstrong's commitment to thinking differently about where the world is headed next.

Chapters

00:00 Introduction to Global Thinking Podcast

01:21 Understanding GlobalX Investments and Chris's Role

06:31 Market Outlook and Investment Strategies

07:00 Navigating Market Volatility and Diversification

10:57 Global Investment Opportunities and Rebalancing

16:16 The Rise of Defense Spending as an Investment Theme

19:21 Interest Rates and Fixed Income Perspectives

23:32 Currency Trends and Hedging Strategies

26:38 Commodities and the Potential Supercycle

32:14 Trends in the ETF Industry and Flows

34:47 Exploring Covered Call ETF Strategies

51:01 Book Recommendations and Closing Thoughts

Book Recommendation:

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