Forstrong Global Thinking
Global Thinking
English - July 03, 2020 14:55 - 17 minutes - 19.4 MBInvesting Business Education etfs factors gtaa global institutional pension undercurrents activemanagement advisors assetallocation Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Here we are again, as if nothing much has changed since mid-February. Never mind that the very existence and survival of the entire human race had been threatened in the interim. Most global equity markets have recovered the vast majority of their year-to-date losses, and in fact, the risk-on rally now appears to be broadening into additional sectors and asset classes. In this update Rob sits down with Forstrong’s portfolio manager David Kletz to discuss the current state of financial markets and the corresponding changes recently implemented in client portfolios.