Forstrong Global Thinking - A Phased Pandexit
Global Thinking
English - July 22, 2021 18:39 - 18 minutes - 20.8 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
Previous Episode: Global Inflation: Has the Force Awakened
Next Episode: Ever-a-Grande Portfolio Rebalance
Viewing the globe, we note a very unusual situation — most likely attributable to the post-Covid rebound. For the first time on record, developed nations have been growing faster than global GDP growth. And global growth is currently faster than that of emerging countries. This must resolve itself in one way or another. What will be the likely outcome? Rob Duncan speaks with Forstrong Portfolio Manager, David Kletz, to discuss their recent rebalance and whether or not the reflationary trade still has room to run.