Forstrong Global

Global investment manager

[Forstrong Global @ForstrongGlobal]

Canada has a productivity problem. Solving it may be one of our biggest economic opportunities.

On Global Thinking, @robertnduncan and @SebMcMahon_IA discuss productivity, investment, and competing in a more multipolar world: https://t.co/z30IKZXnKO

@tylermordy

[Forstrong Global @ForstrongGlobal]

One word for today’s markets? Resilient.

Markets keep rising despite geopolitical and policy uncertainty. But resilience ≠ complacency.

@robertnduncan and @SebMcMahon_IA discuss what comes next.

https://t.co/z30IKZXnKO

@tylermordy

[Forstrong Global @ForstrongGlobal]

Central banks may not be the only force shaping financial conditions.

As inflation concerns rise, bond markets are repricing expectations and pushing yields higher.

The question: are markets moving ahead of policymakers?

Read More: https://t.co/9EhlXUrY7F

@tylermordy

[Forstrong Global @ForstrongGlobal]

Markets spent the past year focused on rate cuts. What happens when inflation pressures start moving the other way?

Higher oil prices still ripple through the economy, leaving central banks with a difficult balancing act.

Our latest Strategy Dashboard: https://t.co/9EhlXUrY7F

[Forstrong Global @ForstrongGlobal]

The next income cycle may look very different from the last one.

Falling rates and disinflation carried bond investors for decades. Today’s market may reward a very different approach.

Latest Ask Forstrong: https://t.co/66UE1Gsxqq

@tylermordy

[Forstrong Global @ForstrongGlobal]

US 30Y Treasury yields just crossed 5% at auction for the first time since 2007.

The old income investing playbook may no longer work.

Latest Ask Forstrong: https://t.co/66UE1Gsxqq

- @tylermordy

[Forstrong Global @ForstrongGlobal]

COVID. Russia/Ukraine. Tariffs. Now Iran.

The global economy is moving from efficiency to resiliency. That was a key theme on @BNNBloomberg last week.

Watch: https://t.co/ob1dd9RGMh

@tylermordy @rogerfpetersen

[Forstrong Global @ForstrongGlobal]

There is no AI boom without South Korea & Taiwan.

Great discussion on @BNNBloomberg with @rogerfpetersen.

The AI narrative often focuses on hyperscalers, but the real foundation sits in Asia and it's reshaping market leadership.

Watch: https://t.co/nuPJ9PgKfn

@tylermordy

[Forstrong Global @ForstrongGlobal]

Oil up. Growth down. Earnings follow. So why are markets still climbing?

Rob Duncan and David Kletz discuss in latest Global Thinking Podcast: https://t.co/IdbmClD3mp

@tylermordy

[Forstrong Global @ForstrongGlobal]

Oil still matters. Just not like it used to. The real risk is misunderstanding its role in today’s economy.

Rob Duncan and David Kletz break it down in the latest Global Thinking Podcast: https://t.co/IdbmClDBbX

@tylermordy

[Forstrong Global @ForstrongGlobal]

Everyone’s watching where oil moves. Fewer are asking whether enough can be produced.

In the latest Strategy Dashboard, David Kletz explains why infrastructure rather than transit may be the bigger energy story.

Read more: https://t.co/ZT9Oteh9jV

@tylermordy

[Forstrong Global @ForstrongGlobal]

Markets aren’t reacting to bad news the way they used to. That can signal resilience—or complacency.

The latest Strategy Dashboard, explains why investor conditioning to geopolitical risk matters more than the headlines.

Read more: https://t.co/ZT9Oteh9jV

@tylermordy

[Forstrong Global @ForstrongGlobal]

War-gaming headlines is a losing trade.

Markets don’t wait for clarity, they price what’s next.

Read the full Ask Forstrong: https://t.co/CcxlPK5koV

@tylermordy

[Forstrong Global @ForstrongGlobal]

This isn’t staying contained.

The oil shock is moving into the real economy and the ripple effects are more complex than a simple risk-off narrative.

Read the full Ask Forstrong: https://t.co/CcxlPK5Set

@tylermordy

[Forstrong Global @ForstrongGlobal]

ETFs were passive. Not anymore. Active managers are using them to move faster.

Listen to the latest Global Thinking Podcast: https://t.co/DD7FgXgSoR

@tylermordy

[Forstrong Global @ForstrongGlobal]

Markets have a short attention span.

Now, it’s Iran. Before, something else. Same cycle—headline → reaction → overreaction.

When everything becomes one narrative, you miss what actually drives markets.

We unpack it in our Q2 Rebalance: https://t.co/r0m7rUWFOG

@tylermordy

[Forstrong Global @ForstrongGlobal]

When crises hit, markets look to the past. But is the 1970s playbook still relevant? Today’s economy may be more resilient than investors think.

Listen: https://t.co/7WqHE2ODHz

@tylermordy

[Forstrong Global @ForstrongGlobal]

Supply shocks. Worst-case pricing. Unexpected resilience.

What are markets getting wrong?

Listen: https://t.co/7WqHE2ODHz

@tylermordy

[Forstrong Global @ForstrongGlobal]

Great chat with @rogerfpetersenon on @BNNBloomberg about Iran and markets.

4 shocks since COVID: markets price disaster, the economy proves resilient.

Is Iran different? Watch: https://t.co/EEIBYUb6cp

@tylermordy

[Forstrong Global @ForstrongGlobal]

Geopolitical shocks only matter if they hit the real economy. Oil is the main channel. Prices spike, ripple through transport, manufacturing, and inflation. Central banks cannot fix supply. Focus on opportunities, not panic.

Read more: https://t.co/gqeaLyRkZn

@tylermordy