Ever-a-Grande Portfolio Rebalance

from Global Thinking · host Rob Duncan

Global stock markets maintain double digit gains year-to-date, but as the recent selloff deepens market pundits continue to point fingers and provide reasons why this is the end. In this podcast we sit down with Forstrong PM, David Kletz, to discuss Evergrande's impact on markets and our recent portfolio rebalance. Not surprisingly, we see the macro environment remaining supportive into year-end.

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This episode is 16 minutes long.

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This episode was published on October 15, 2021.

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