Elbows Up – Time to Pivot and Rebalance

In this episode of the Global Thinking podcast, host Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack a rowdy stretch in markets and politics. From Canada's recent election to Trump's tariff tantrums, the conversation dives into how economic confidence has taken a hit on both sides of the border. But while Canada seems to be finding it's way with new leadership and domestic competition; American markets wrestle with political uncertainty and slowing economic data. Capital is quietly on the move finding greener pastures in Europe and Asia.   With European fiscal stimulus acting as a catalyst, global sentiment is shifting quickly. Tyler makes the case for investors to roll up their sleeves, rebalance portfolios, and lean into global diversification. It's a timely conversation filled with sharp insights and a reminder that when markets get volatile it pays to maintain a global perspective.   Chapters 00:00 Introduction to Global Thinking Podcast (01:06) Canadian Politics and Election Outcomes (05:09) Macroeconomic Trends in Canada (12:37) US Market Dynamics and MAG-7 (20:15) International Economic Opportunities and Desynchronization (25:31) Economic Performance Overview (27:54) International Markets: A New Catalyst for Growth (30:42) Navigating Uncertainty: Investor Sentiment and Strategy (35:19) The Importance of Global Diversification (38:27) Personal Insights and Future Outlook   Disclosures: https://forstrong.com/disclosures/   Global Thinking Podcast Series - https://forstrong.com/podcast/   Global Thinking Insights - https://forstrong.com/insights/   Who is Forstrong Global - https://forstrong.com/who-we-are/   Ask Forstrong - https://forstrong.com/category/ask-forstrong/   Invest With Us - https://forstrong.com/invest-with-us/      For any questions, comments or suggestions please reach out to Rob Duncan, [email protected]