Financial technology, or Fintech, in Canada has traditionally trailed behind the U.S. by nearly a decade. Until recently, even basic processes like virtual onboarding were rare in Canada, where advisors and clients often dealt with stacks of paper for signatures and mailed-off documents. But a global pandemic has accelerated change, bringing digital solutions and smartphone-driven client experiences to the forefront. &nbsp; In this episode of Global Thinking, Rob sits down with Oliver Yoon, Head of Harness Investment Management, to explore the rapidly evolving Canadian Fintech landscape. Together, they discuss Oliver's extensive experience in finance, Harness’s mission to empower advisors with independent investment solutions, and how technology is transforming client interactions. They also dive into the role of AI in financial services and the exciting future for advisors embracing innovation. &nbsp; Chapters 00:00 Introduction 01:07 Oliver Career in Finance 06:24 Understanding Harness and Its Role 09:56 The Importance of Independence in Canada 13:02 A Fintech Solution for Advisors 18:29 AI's Role in Financial Services 20:29 Future Opportunities for Harness 22:24 Competition and Unique Offerings 24:33 Personal Insights and Closing Remarks &nbsp; Disclosures:  Global Thinking Podcast Series -  Global Thinking Insights - &nbsp; Who is Forstrong Global -  Ask Forstrong -   Invest With Us -  &nbsp;

From Paper to Pixels: Canada’s Fintech Transformation

In this episode of the Global Thinking Podcast, host Rob Duncan welcomes Keith Dicker, Founder and Chief Investment Officer at IceCap Asset Management, for an in-depth exploration of the global financial landscape. Keith shares captivating insights from his unique career path, the art of global investing, the power of networking, and why risk management remains the cornerstone of successful strategies. &nbsp; Rob and Keith unpack the implications of climbing long-term interest rates, the mounting pressures of government debt and why this could lead to greater opportunities in the future. Keith dives into the intricate dance of inflation and energy markets, offering a sharp perspective on how central bank policies are shaping investment challenges and why you need to keep an eye on currency markets. &nbsp; Chapters 00:00 Introduction to Global Investing Philosophy 01:34 Keith Dicker's Journey in Investment Management 05:42 Market Outlook: Opportunities and Risks 06:10 US Market Dynamics and Economic Indicators 10:04 Long-Term Interest Rates and Economic Growth 12:31 Government Debt and Fiscal Challenges 15:52 Global Savings and Investment Strategies 18:46 Currency Markets and Risk Management 22:31 US Economic Resilience and Investment Opportunities 31:41 Inflation Trends and Market Implications 32:09 Inflation Trends and Predictions 35:31 Energy Market Dynamics 37:23 Investment Strategies for Canadians 40:50 Market Opportunities and Concerns 44:04 Central Bank Policies and Currency Dynamics  50:50 Final Thoughts and Recommendations

Global Thinking Vibecession with Keith Dicker

In this episode Rob joins Forstrong CEO and Chief Investment Officer, Tyler Mordy, to unpack the defining moments of 2024 and the forces shaping 2025. The past year was further evidence we are not in a traditional economic cycle. In the face of elevated volatility, geopolitical tensions, and a charged political landscape markets powered higher. Yet, amidst the chaos, two themes stood tall: the commanding influence of tech giants and the unexpected resilience of global economic growth.  Fast forward to 2025, and the drama continues—think Netflix-worthy twists. Trump 2.0 is shaking up the global order, reviving tariffs and hinting at economic annexation with Canada in the crosshairs. Meanwhile, Canada faces a leadership vacuum, a declared “productivity emergency”, and interest rate cuts that seem to be losing their punch. South of the border, U.S. equity valuations are flirting with new records as rate cuts may be postponed and government spending finally tightens. Globally, the stakes are just as high. China’s deflationary concerns are sending shockwaves through markets, while Europe grapples with pivotal elections that could redefine its economic trajectory.&nbsp;  This episode delivers sharp insights into these unfolding narratives, offering investors a lens to navigate a year where resilience and rivalry go hand in hand. &nbsp; Chapters 00:00 2024 Review: A Year of Volatility 15:05 2025 Outlook: Key Themes and Trends 17:26 Political Landscape: Elections and Economic Policies 22:07 Trump 2.0: Implications for Canada and Global Trade 28:06 Global Economic Dynamics and the Role of the U.S. 30:28 Canada's Economic Challenges and Opportunities 32:15 The Impact of Interest Rates on Economic Growth 36:00 China's Economic Policy and Global Implications 42:04 Reflections: Documentaries and Personal Insights &nbsp;  Disclosures:&nbsp;   Global Thinking Podcast Series -&nbsp;   Global Thinking Insights -&nbsp;   Who is Forstrong Global -&nbsp;   Ask Forstrong -&nbsp;   Invest With Us - &nbsp;

New tracks tagged #global macro